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David Ira Fischbach

Summit Financial, LLC

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About David Ira Fischbach

David Ira Fischbach is a financial advisor registered with Summit Financial, LLC and has been active in the financial industry since 1987. David is a Certified Financial Planner and holds the Series 7, Series 63 and Series 65 licenses. David's background includes experience working at Summit Equities, Inc., Summit Financial Resources, Inc., Purshe Kaplan Sterling Investments and Summit Financial, LLC. Summit Financial, LLC, specializes in providing financial planning, pension consulting, selection of other advisers and portfolio management services to individuals and businesses.

Firm Information

David Fischbach is currently registered with Summit Financial, LLC. Summit Financial, LLC, is a registered investment adviser based in Parsippany, New Jersey. The firm provides financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisers. Summit Financial manages approximately $11.5 billion in assets for individuals, high net worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs 132 investment adviser representatives and has over 19,000 client accounts.
Summit Financial, LLC

4 CAMPUS DRIVE

PARSIPPANY, NJ 07054

$11.55B

Assets Under Management

2

Total Clients

123

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Fischbach’s Registration & Firm History

NJ

01/03/2019 - Present

Summit Financial, LLC (Parsippany NJ)

NJ

12/22/1987 - 09/19/2018

SUMMIT EQUITIES, INC. (PARSIPPANY NJ)

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Licenses & Designations

IA

Issued 03/08/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/18/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Ira Fischbach.
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