Nikolas L Piccolo
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 2024 to now
- Corient Services LLCJul 2023 to May 2024
- Cipw Service Company, LLCJan 2023 to Jul 2023
- CorientDec 2022 to May 2024
- RegentatlanticOct 2022 to Mar 2023
- RBC Wealth ManagementFeb 2022 to Oct 2022
- Equitable AdvisorsMay 2021 to Aug 2021
- Seton Hall UniversitySep 2018 to May 2022
- StudentOct 2012 to Sep 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7517311
- Firm CRD
- 299322