Michael Frederick Saraullo
Investment adviser representative at Summit Financial, LLC
25 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
25 years in the industry.
- Summit Financial, LLCApr 2024 to now
- Meeder Asset ManagementAug 2018 to Apr 2024
- Meeder Distribution ServicesAug 2018 to Oct 2021
- Foresters Advisory Services LLCApr 2013 to Jul 2018
- Foresters FinancialMay 2001 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 4410105
- Firm CRD
- 299322