Steven Weinman is the chief investment officer of Summit Financial. He was affiliated with Summit’s predecessor and affiliated entities (Summit Equities, Inc. (“SE”), Summit Financial Resources, Inc., Summit Risk Management, Inc., and their affiliates) since 1982. Steven runs the investment management committee for Summit and has general management oversight for the company.
He serves as the CEO of Summit Risk Management, LLC (“SRM”), an affiliated company licensed to sell various insurance products and operates as the insurance vehicle for Summit. Steven is also the CEO of a limited purpose broker-dealer, LS Securities LLC (“LSS”). He received his BS from Fairleigh Dickinson University and his MBA from NYU. Steven is also a CPA (Certified Public Accountant) in the state of New Jersey.
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.
This website is available for informational purposes only and does not constitute an offer to sell or a solicitation to buy a security or any form of investment advice offered by Summit Financial, LLC
Check the background of this firm on FINRA BrokerCheck