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Ryan Adam Hanisak

Summit Financial, LLC

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About Ryan Adam Hanisak

Ryan Adam Hanisak is an investment advisor representative currently registered with Summit Financial, LLC in Parsippany, NJ. Ryan has been working in the financial industry since May 3, 2005. Ryan is also registered as an investment advisor representative with Summit Financial, LLC. Ryan holds the Series 7, Series 66, and SIE licenses. Ryan's previous employment was with Summit Equities, Inc. Ryan has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, pension and profit-sharing plans. Ryan provides financial planning, portfolio management for individuals, selection of other advisors and pension consulting.

Firm Information

Ryan Hanisak 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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Ryan Hanisak’s Registration & Firm History

NJ

01/03/2019 - Present

Summit Financial, LLC (Parsippany NJ)

NJ

05/03/2005 - 09/19/2018

SUMMIT EQUITIES, INC. (PARSIPPANY NJ)

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Licenses & Designations

BOTH

Issued 01/23/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan Adam Hanisak.
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