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Glenn Alan Blachman

Summit Financial, LLC

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About Glenn Alan Blachman

Glenn Blachman is a financial advisor with over 25 years of experience in the industry. He is currently registered with Summit Financial, LLC in New Jersey and New York. Previously, Glenn has worked with BCG Securities, Inc., LPL Financial LLC, NRP Financial, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Glenn is a Certified Financial Planner® and specializes in providing financial planning, investment management, and selection of other advisors for individuals and businesses. He is passionate about helping clients achieve their financial goals.

Firm Information

Glenn Blachman 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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Glenn Blachman’s Registration & Firm History

NJ

01/02/2025 - Present

Summit Financial, LLC (TOMS RIVER NJ)

NJ

10/04/2011 - 03/02/2015

BCG SECURITIES, INC. (WESTFIELD NJ)

NJ

11/30/2010 - 10/13/2011

LPL FINANCIAL LLC (WESTFIELD NJ)

NJ

01/15/2010 - 11/30/2010

NRP FINANCIAL, INC. (WEST FIELD NJ)

NJ

10/18/1994 - 01/19/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWARK NJ)

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Licenses & Designations

IA

Issued 01/11/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/23/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/24/2011

Series 24 - General Securities Principal Examination

BC

Issued 03/02/2015

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 10/17/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Glenn Alan Blachman.
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