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Mark John Oleary

Summit Financial, LLC

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About Mark John Oleary

Mark Oleary is a financial advisor with Summit Financial, LLC, registered in the state of New Jersey. Mark has been in the industry since April 1998, and holds Series 63, Series 65, Series 7, and SIE licenses. Mark has also been registered as an investment advisor representative with SUMMIT EQUITIES, INC., based in Parsippany, NJ, from April 1998 to October 2018. Mark offers a range of services, including financial planning, pension consulting, and selection of other advisors.

Firm Information

Mark Oleary 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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Mark Oleary’s Registration & Firm History

NJ

01/03/2019 - Present

Summit Financial, LLC (PARSIPPANY NJ)

NJ

04/08/1998 - 10/30/2018

SUMMIT EQUITIES, INC. (PARSIPPANY NJ)

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Licenses & Designations

IA

Issued 04/23/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/18/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/11/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Mark John Oleary. Review regulatory record here.
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