Brad Michael Ingegneri
Investment adviser representative at Summit Financial, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
14 years in the industry.
- Purshe Kaplan Sterling InvestmentsJul 2025 to now
- Summit Financial, LLCJul 2025 to now
- Cetera Financial Specialists LLCDec 2022 to Jul 2025
- The Patriot Financial GroupMar 2021 to Jul 2025
- Securities America, Inc.Dec 2020 to Dec 2022
- Purshe Kaplan Sterling InvestmentsAug 2012 to Dec 2020
- Ivy Wealth Management, Inc.Jun 2012 to Jul 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
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
- 4364810
- Firm CRD
- 299322