Stanley Gregor
Investment adviser representative at Summit Financial, LLC
4 yearsExperience
1 stateRegistered in
$26.3BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
4 years in the industry.
- Ls Securities, LLCApr 2019 to now
- Summit Financial, LLCDec 2018 to now
- Summit Equities, Inc.Oct 2016 to Dec 2018
- Summit Risk Management, Inc.Oct 2016 to Dec 2018
- Summit Financial Resources, Inc.Oct 2016 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Summit Financial, LLC
$26.3BAssets managed
18,393Clients
226Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1672974
- Firm CRD
- 299322