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Keith E Fahrman

Summit Financial, LLC

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About Keith E Fahrman

Keith Fahrman is a Registered Investment Advisor Representative with Summit Financial, LLC. Keith has been in the industry since 1996 and holds the Series 63, 65, 7 and SIE licenses. Keith has previous experience at Summit Equities, Inc and Purshe Kaplan Sterling Investments and currently provides services including financial planning, portfolio management for individuals, and selection of other advisors. Summit Financial, LLC is an independent investment advisory firm that provides a full range of financial services to individual and institutional clients. The firm is headquartered in Parsippany, New Jersey.

Firm Information

Keith Fahrman 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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Keith Fahrman’s Registration & Firm History

NJ

01/03/2019 - Present

Summit Financial, LLC (Parsippany NJ)

NY

09/19/2018 - 11/29/2019

PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)

NJ

09/16/1996 - 09/19/2018

SUMMIT EQUITIES, INC. (PARSIPPANY NJ)

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Licenses & Designations

IA

Issued 02/06/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/22/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Keith E Fahrman.
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