Craig Weiss is the Chief Compliance Officer at Summit Financial LLC. He joined Summit’s predecessor firm in this role in 2017. Craig is responsible for the overall development and implementation of Summit’s compliance program. He is also the Chief Compliance Officer of an affiliated limited purpose broker-dealer, LS Securities LLC. With almost three decades of industry experience, Craig’s areas of specialization include compliance and supervision. Prior to joining Summit, he was the chief compliance officer for other investment advisory firms and broker dealers including R. Seelaus & Co. and Belle Haven Investments. Craig earned his Bachelor of Arts from Brandeis University. He lives in Livingston, New Jersey with his wife, two daughters, three stepchildren, and their dog Rambo.
Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany NY 12207 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.
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