Brian Martin Keller
Investment adviser representative at Summit Financial, LLC
17 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
17 years in the industry.
- Purshe Kaplan Sterling InvestmentsJan 2023 to now
- Summit Financial, LLCMay 2021 to now
- Bank of America, N.A.Feb 2020 to May 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2020 to May 2021
- Recordati Rare Diseases, Inc.Feb 2018 to Jan 2020
- County College of MorrisAug 2017 to Dec 2017
- Rowan UniversitySep 2013 to May 2017
- R. Keller ConstructionJul 2009 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 6506026
- Firm CRD
- 299322