Ralph R Coppola
Investment adviser representative at Summit Financial, LLC
24 yearsExperience
1 stateRegistered in
ChFC®Designation
$26.3BFirm assets
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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
24 years in the industry.
- Summit Financial, LLCJul 2025 to now
- The Patriot Financial GroupMar 2021 to Jul 2025
- Ivy Wealth Management, Inc.Dec 2018 to Jun 2021
- Pensionmark Securities, LLCDec 2018 to Dec 2018
- Pensionmark Financial Group dba Mbi Wealth ManagementSep 2016 to Dec 2018
- Pensionmark Financial Group dba Meridien Benefits, Inc.Sep 2016 to Dec 2018
- Pensionmark Financial Group, LLC dba Mbi Investment AdvisorsSep 2016 to Dec 2018
- Meridien Financial Group, Inc.Jan 2002 to Dec 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (RI).
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
- 2191594
- Firm CRD
- 299322