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Steven Wayne Lieberman

Summit Financial, LLC

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About Steven Wayne Lieberman

Steven Lieberman is a financial advisor registered with Summit Financial, LLC. Steven has been in the financial services industry since 1991. Steven Lieberman is a Certified Financial Planner™ professional. Steven is registered to provide investment advice in 14 states. Steven Lieberman is also registered as a broker in 14 states.

Firm Information

Steven Lieberman 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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Steven Lieberman’s Registration & Firm History

NJ

01/03/2019 - Present

Summit Financial, LLC (LIVINGSTON NJ)

NJ

08/01/1991 - 09/19/2018

SUMMIT EQUITIES, INC. (PARSIPPANY NJ)

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Licenses & Designations

IA

Issued 10/14/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/22/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/09/1997

Series 7 - General Securities Representative Examination

BC

Issued 07/30/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Wayne Lieberman.
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