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Michael Douglas Denti

Summit Financial, LLC

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About Michael Douglas Denti

Michael Denti is an investment advisor representative associated with Summit Financial, LLC. Michael has been in the industry for 38 years. Michael is licensed in New Jersey and North Carolina. Michael also offers insurance as a broker or agent through numerous insurance companies. Michael earns both cash and non-cash compensation based on sales of these products.

Firm Information

Michael Denti 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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Michael Denti’s Registration & Firm History

NC

04/05/2023 - Present

Summit Financial, LLC (HIGHLANDS NC)

OH

08/24/1983 - 03/02/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBUS OH)

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Licenses & Designations

IA

Issued 08/02/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/07/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/12/1999

Series 31 - Futures Managed Funds Examination

BC

Issued 08/20/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Michael Douglas Denti. Review regulatory record here.
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