Steven’s Story

Steven Melnick

Senior Investment Analyst

Credentials: CFA®
Years of Experience: 10

Address: 4 Campus Drive Parsippany, NJ 07054
Phone: 973-285-3600
Email: smelnick@sfr1.com
Website:
LinkedIn:

Steve Melnick has close to 10 years of Investment experience within the RIA space, most recently from Brown Advisory. At Brown Advisory he was a Senior Research and Portfolio Analyst working on several investment related activities at the firm. Prior to Brown, Steven was at Dyson Capital Advisors and Cambridge Associates. Steven will be assisting the Investment team with due diligence, newsletter writing, and will serve as a resource to Advisors looking to grow their business as well as learning the Risk Monitor system. Steven holds a Bachelors of Business Administration in Finance from The George Washington University and is also a CFA Charter holder.
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 18 Corporate Woods Blvd., Albany, NY 12211 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.

Summit Financial, LLC (“Summit Financial”) operates a website at summitfinancial.com (the “Site”). By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Summit Financial nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Summit Financial nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment.

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