linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joseph William Spada

Summit Financial, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joseph? Claim Your Profile

About Joseph William Spada

Joseph William Spada is a financial advisor with over 35 years of experience in the industry. Joseph currently works at Summit Financial, LLC. Previously, Joseph worked at Summit Equities, Inc., MML Investors Services, Inc., and Massachusetts Mutual Life Insurance Company. Joseph is licensed to provide investment advice in 18 states. Joseph is also a Certified Financial Planner. Joseph's practice specializes in providing financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

Firm Information

Joseph Spada 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joseph Spada’s Registration & Firm History

NJ

01/03/2019 - Present

Summit Financial, LLC (PARSIPPANY NJ)

NJ

12/22/1983 - 09/19/2018

SUMMIT EQUITIES, INC. (PARSIPPANY NJ)

MA

01/02/1988 - 04/20/1990

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NA

08/18/1986 - 01/02/1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

Not sure if Joseph William Spada is right for you?

Licenses & Designations

BC

Issued 01/24/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph William Spada.
Not sure if Joseph William Spada is right for you?