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Randi Faith Engelbrecht

Summit Financial, LLC

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About Randi Faith Engelbrecht

Randi Faith Engelbrecht is an Investment Advisor Representative at Summit Financial, LLC. Randi has been in the industry since June 2015, and has experience with Brown Advisory and Highmount Capital. Randi has a Series 65 license and is registered in Connecticut. Summit Financial, LLC provides a variety of advisory services, including financial planning, pension consulting, selection of other advisers, and portfolio management for individuals. The firm has offices in Parsippany, NJ, and Darien, CT.

Firm Information

Randi Engelbrecht 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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Randi Engelbrecht’s Registration & Firm History

CT

08/09/2024 - Present

Summit Financial, LLC (DARIEN CT)

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Licenses & Designations

IA

Issued 05/18/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Randi Faith Engelbrecht.
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