Matthew Patrick Nardolillo
Investment adviser representative at Summit Financial, LLC
14 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
14 years in the industry.
- Summit Financial, LLCMay 2023 to now
- Wealth Plan AdvantageApr 2023 to now
- Apw IncFeb 2023 to now
- World Equity GroupSep 2009 to Apr 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1997
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
- 2416654
- Firm CRD
- 299322