Michael Joseph Giannotto
Investment adviser representative at Summit Financial, LLC
10 yearsExperience
1 stateRegistered in
$26.3BFirm assets
7 yearsFirm in business
Are you Michael Joseph Giannotto? Claim your profile
Contact this firm
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
10 years in the industry.
- Ls Securities, LLCJul 2022 to now
- Summit Financial, LLCNov 2021 to now
- Lotus Advisory, LLCNov 2021 to Apr 2022
- MufgSep 2020 to Nov 2021
- UnemployedJun 2020 to Aug 2020
- MufgJan 2020 to May 2020
- Lotus Advisory, LLCAug 2019 to Jan 2020
- Royal AllianceOct 2018 to Aug 2019
- Summit Equities, Inc.Jul 2018 to Oct 2018
- Summit Financial Resoures, Inc.Jul 2018 to Oct 2018
- Mission Critical ServicesJan 2018 to Jul 2018
- Ladenburg Thalmann & Co. Inc.Apr 2016 to Jan 2018
- Ladenburg Thalmann Asset ManagementApr 2016 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2017
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
- 2011397
- Firm CRD
- 299322