Joseph Samuel Zaidain
Investment Adviser Representative at Summit Financial, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joseph Samuel Zaidain is an investment adviser representative with Summit Financial, LLC in Miamisburg, OH, where they have been registered since 2025. They have worked in the securities industry since 1999 and have been registered with 5 firms, including Brass TAX Wealth Management and LPL Financial LLC. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Ohio.
Registrations & licenses
- Investment adviser:
- Ohio
- Broker:
6 states and territories
Arizona, Florida, Georgia, Kentucky, Ohio, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Brass Tax Wealth Management, Inc.Dec 2017 – Jan 2026Miamisburg, OH
- Joseph S. Zaidain, Sole ProprietorDec 2009 – Oct 2025Miamisburg, OH
- Wings of Adrian 122, LLCJul 2006 – no end date reportedAdrian, MI
- MWZ Financial Group, LLCFeb 1996 – no end date reportedMiamisburg, OH
- MWZH PartnersJan 1993 – no end date reportedMiamisburg, OK
- LPL Financial LLCFeb 2018 – Oct 2025Miamisburg, OH
- Summit Financial, LLCOct 2025 – no end date reportedParsippany, NY
- Private Client ServicesOct 2025 – no end date reportedMiamisburg, OH
- Invest Financial Corp.Jul 2006 – Feb 2018Tampa, FL
- Mahle, WACK, Zaidain, & Co., PLLAug 1986 – no end date reportedMiamisburg, OH
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Summit Financial, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $100,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 232
- Offices listed on AdvisorFinder:
- 48
- Main office:
- Parsippany, NJ
- SEC file number:
- 801-114377
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 3, 2026
View full firm profileOther advisors at Summit Financial, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joseph Samuel Zaidain has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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