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Patrick Christopher Garrett

Summit Financial, LLC

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About Patrick Christopher Garrett

Patrick Christopher Garrett is a financial advisor with Summit Financial, LLC, based in Birmingham, Alabama. Patrick has been in the financial industry since March 2016 and holds Series 7 and Series 66 licenses. Patrick has experience providing investment advice to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses and individuals other than high-net-worth. Patrick is also a registered investment advisor representative in Alabama and New Jersey.

Firm Information

Patrick Garrett 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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Patrick Garrett’s Registration & Firm History

AL

01/05/2024 - Present

Summit Financial, LLC (BIRMINGHAM AL)

AL

03/25/2016 - 01/16/2024

AMERIPRISE FINANCIAL SERVICES, LLC (Birmingham AL)

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Licenses & Designations

BOTH

Issued 08/12/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/25/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Christopher Garrett.
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