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Salvadore Robert Salvo

Summit Financial, LLC

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About Salvadore Robert Salvo

Salvadore Robert Salvo has been in the financial industry since 1974. Salvadore is currently registered with Summit Financial, LLC and is actively involved in providing investment advice and financial planning services. Previously, Salvadore has held positions at various firms, including Summit Equities, Inc., MML Investors Services, Inc., and Massachusetts Mutual Life Insurance Company. Salvadore is a licensed user of the Donor Motivation Program and is also the president and owner of Salvo and Companies, Inc. Salvadore is a board member of Legatus and a member of the Gift Planning Counsel of NJ. Salvadore is a registered representative with FINRA and is registered in 24 states, including New Jersey, New York, and California.

Firm Information

Salvadore Salvo 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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Salvadore Salvo’s Registration & Firm History

NJ

01/03/2019 - Present

Summit Financial, LLC (PARSIPPANY NJ)

NJ

10/22/1982 - 09/19/2018

SUMMIT EQUITIES, INC. (PARSIPPANY NJ)

MA

01/02/1988 - 04/20/1990

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NA

04/26/1983 - 01/02/1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

NA

10/04/1973 - 06/09/1982

CG EQUITY SALES COMPANY

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Licenses & Designations

BC

Issued 08/14/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/21/1982

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/1973

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Salvadore Robert Salvo. Review regulatory record here.
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