Gregory Michael Nardolillo
Investment adviser representative at Summit Financial, LLC
12 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
12 years in the industry.
- Summit Financial, LLCJun 2021 to now
- Aurora Private Wealth, Inc.Feb 2017 to now
- Apw Capital, Inc.Jan 2017 to now
- Feltz WealthplanFeb 2014 to Jan 2017
- LPL Financial LLCFeb 2014 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2007
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
- 2218022
- Firm CRD
- 299322