Cole Hughes
Investment adviser representative at Summit Financial, LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$26.3BFirm assets
Are you Cole Hughes? Claim your profile
Contact this firm
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
16 years in the industry.
- Summit Financial, LLCApr 2024 to now
- Private Client ServicesApr 2024 to now
- UBS Financial ServicesJun 2022 to Apr 2024
- Golf Club of the EvergladesMay 2021 to Jun 2022
- Youngstown State UniversityAug 2017 to May 2021
- 422 Home SalesJan 2017 to Jun 2022
- Indiana Area School DistrictJan 2010 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7563853
- Firm CRD
- 299322