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Eric Mangold

Summit Financial, LLC

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About Eric Mangold

Eric Mangold is a financial advisor affiliated with Summit Financial, LLC and has been in the industry since 2011. Eric Mangold holds a Series 66 and Series 7 license. Eric Mangold provides financial planning and portfolio management services to individuals and businesses. Eric Mangold has a wide range of experience in the financial services industry and is committed to providing his clients with the highest level of service.

Firm Information

Eric Mangold 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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Eric Mangold’s Registration & Firm History

NJ

10/04/2022 - Present

Summit Financial, LLC (Westfield NJ)

NJ

05/16/2018 - 09/28/2022

SECURIAN FINANCIAL SERVICES, INC. (PARSIPPANY NJ)

NJ

09/23/2016 - 05/11/2018

FIRST ALLIED SECURITIES, INC. (ISELIN NJ)

NJ

10/24/2014 - 09/26/2016

TRIAD ADVISORS, INC. (Edison NJ)

NY

02/15/2012 - 10/03/2014

PARK AVENUE SECURITIES LLC (NEW YORK NY)

NY

11/01/1999 - 02/25/2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 03/15/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Mangold.
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