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Erik Charles Dellith

Summit Financial, LLC

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About Erik Charles Dellith

Erik Charles Dellith is a financial advisor with Summit Financial, LLC, and has been in the industry since July 2020. Erik holds Series 63, Series 65 and Series 7TO licenses and provides financial planning, pension consulting and selection of other advisors. Erik is registered in 30 states, including Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Iowa, Maine, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington and Wisconsin.

Firm Information

Erik Dellith 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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Erik Dellith’s Registration & Firm History

NJ

07/17/2020 - Present

Summit Financial, LLC (PARSIPPANY NJ)

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Licenses & Designations

BC

Issued 02/13/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/09/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/26/2021

Series 7TO - General Securities Representative Examination

BC

Issued 02/13/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/12/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Erik Charles Dellith.
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