SF
SUMMIT FINANCIAL, LLC
SEC RegisteredPARSIPPANY, NJhttps://lbellwealth.com973-285-3600
Assets Under Management
$5B–$25B
Employees
490
Office Locations
64 offices
Total Accounts
36236
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 13,243 | $5.9B |
| High Net Worth Individuals | 2,417 | $14.0B |
| Charitable Organizations | 452 | $2.5B |
| State/Municipal Entities | 4 | — |
59 total clients reported on Form ADV.
Leadership
Llc Summit Financial Holdings
OWNER
Steven Weinman
PRESIDENT, DIRECTOR
Michael Collin Bremer
CHIEF OPERATIONS OFFICER
Mara Deborah Stempler
CHIEF FINANCIAL OFFICER
Stanley Gregor
CHIEF EXECUTIVE OFFICER AND DIRECTOR
Esmat Bahar Hawkesworth
CHIEF LEGAL OFFICER,, DIRECTOR
Anthony Lawrence Mcelynn
CHIEF COMPLIANCE OFFICER
Llc Merchant Wealth Management Holdings 3
MEMBER
Stanley Gregor
MEMBER
Llc Merchant Wealth Partners
MEMBER
Llc Mwp Advisory
MANAGER
Llc Merchant Investment Management
MEMBER
Llc Merchant Investment Management Holdings
OWNER
Office locations
64 offices in 19 states
NJ
PARSIPPANYHQ
OH
COLUMBUS
MD
LUTHERVILLE
NJ
WESTFIELD
NJ
MADISON
IN
VALPARAISO
CT
NEW MILFORD
IN
HAMMOND
IN
MICHIGAN CITY
NJ
TURNERSVILLE
OH
DUBLIN
NJ
MORRISTOWN
NJ
LIVINGSTON
PA
DOYLESTOWN
CO
FORT COLLINS
MI
FARMINGTON HILLS
OK
EDMOND
NJ
ALLENDALE
PA
HARLEYSVILLE
PA
LANCASTER
VA
LEESBURG
CT
DARIEN
VA
ASHBURN
IL
ARLINGTON HEIGHTS
WI
KENOSHA
IL
LIBERTYVILLE
NC
DURHAM
NC
PINEHURST
NC
RALEIGH
WI
STEVENS POINT
NJ
BRANCHBURG
MO
KIRKWOOD
TX
HOUSTON
NJ
BRANCHBURG
FL
DELRAY BEACH
VA
ASHBURN
NJ
LONG BEACH TWP.
AL
BIRMINGHAM
AL
GADSDEN
FL
NAPLES
CA
PASADENA
NJ
RED BANK
NJ
HOBOKEN
NY
WHITE PLAINS
NY
NEW YORK
CT
DANBURY
NJ
PRINCETON
NJ
MANALAPAN
Advisors at this firm
89 advisors in the directory
Carl Andrew Adkins
Investment Adviser Representative
Andrew Adolph
Investment Adviser Representative
Michael Aloi
Investment Adviser Representative
Ron M. Amir
Investment Adviser Representative
Margaret Rowell Anderson
Investment Adviser Representative
Matthew P Anderson
Investment Adviser Representative
Peter James Anderson
Investment Adviser Representative
Pei-Chin Andrew
Investment Adviser Representative
Robert Britton Armstrong
Investment Adviser Representative
Richard Steven Babjak
Investment Adviser Representative
Dean R Barnacle
Investment Adviser Representative
Robert Adly Barron
Investment Adviser Representative
Blake Andrew Kent Bauer
Investment Adviser Representative
Robert Anthony Beckett
Investment Adviser Representative
Kelley Jo Belmonte
Investment Adviser Representative
Christopher S Berte
Investment Adviser Representative
Glenn Alan Blachman
Investment Adviser Representative
Michael Caputo
Investment Adviser Representative
Stephen Andrew Casey
Investment Adviser Representative
Heather Griffin Clegg
Investment Adviser Representative
William Ewart Clegg
Investment Adviser Representative
Zachary Adam Conway
Investment Adviser Representative
Thomas Andrew Crow
Investment Adviser Representative
Amy Dieteman
Investment Adviser Representative
George Christopher Don
Investment Adviser Representative
Audrey Bieber Drossner
Investment Adviser Representative
Mark Taylor Dulworth
Investment Adviser Representative
Gregory Esposito
Investment Adviser Representative
Ethan Wayne Fales
Investment Adviser Representative
Armando Demetrice Faucy-Smith
Investment Adviser Representative
Kristopher Scott Flammang
Investment Adviser Representative
Nathaniel Luke Gavitt
Investment Adviser Representative
Olivio Reyes Gomez
Investment Adviser Representative
Andrew J. Grant
Investment Adviser Representative
Collin Trent Habig
Investment Adviser Representative
Michael Alan Halvorsen
Investment Adviser Representative
Ryan Adam Hanisak
Investment Adviser Representative
Austin Adrian Hebig
Investment Adviser Representative
Quintin Andrew Hogrefe
Investment Adviser Representative
Brandon Ashley Horton
Investment Adviser Representative
Cole Hughes
Investment Adviser Representative
Brad Michael Ingegneri
Investment Adviser Representative
Andrew Robert Ishmael
Investment Adviser Representative
Jeffrey Mark Jaskol
Investment Adviser Representative
John Robert Kamal
Investment Adviser Representative
Michael Anthony Kiernan
Investment Adviser Representative
Ryan Klemm
Investment Adviser Representative
Jason Steven Kohut
Investment Adviser Representative
Noah Adam Koterba
Investment Adviser Representative
Anita Petricola Lombardi
Investment Adviser Representative
Jack Louis Long
Investment Adviser Representative
Jeffrey Michael Maged
Investment Adviser Representative
John Andrew Marcelia
Investment Adviser Representative
Anthony Lawrence McElynn
Investment Adviser Representative
Richard Jason McWhorter
Investment Adviser Representative
Andrew Moss
Investment Adviser Representative
Daniel Patrick Murphy
Investment Adviser Representative
Daniel Patrick Nardolillo
Investment Adviser Representative
Brian Albert Nolan
Investment Adviser Representative
Erin McCullough Nordloh
Investment Adviser Representative
Robert Ronald Obraitis
Investment Adviser Representative
Peter J Oneill
Investment Adviser Representative
Andrea Lee Orlando
Investment Adviser Representative
Sandra Parracino
Investment Adviser Representative
Alexander Samuel Pasquale
Investment Adviser Representative
William Anthony Phillips
Investment Adviser Representative
Mark Armand Picchi
Investment Adviser Representative
Alynn Jay Plaisted
Investment Adviser Representative
David Alexander Porro
Investment Adviser Representative
Brian Allen Redders
Investment Adviser Representative
Bruce Lee Resnik
Investment Adviser Representative
George L Rioseco
Investment Adviser Representative
Alexander Joseph Robbel
Investment Adviser Representative
Elizabeth Haley Rockwell
Investment Adviser Representative
Cynthia Anne Rottini
Investment Adviser Representative
Douglas Royce
Investment Adviser Representative
Todd Allen Rustman
Investment Adviser Representative
Dennis Patrick Ryan
Investment Adviser Representative
Connor Jason Schamblin
Investment Adviser Representative
Andrew Warren Schaper
Investment Adviser Representative
Andrew David Shapowal
Investment Adviser Representative
Nicholas E Simini
Investment Adviser Representative
Brian Snerson
Investment Adviser Representative
Andrew Devon Stein
Investment Adviser Representative
Noah Alejandro Valdez
Investment Adviser Representative
Patricia Ann Webb
Investment Adviser Representative
Robert Mark Weiss
Investment Adviser Representative
Todd Scott Weiss
Investment Adviser Representative
Bradley William Werner
Investment Adviser Representative
Regulatory & compliance
CRD number
#299322
SEC Number
801-114377
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Minimum: $100,000 (waivable)
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
lbellwealth.comPhone
973-285-3600Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SUMMIT FINANCIAL, LLC 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 the SEC or FINRA websites before making any decision.