Emilio Senesi is a CFP, ChFC-designated registered investment advisor at Summit Financial, LLC, based in Cranston, RI, with 43 years of industry experience. Emilio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 9,865 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Financial offers various investment management programs. Financial advisors set their own advisory fees, but the maximum advisory fee for all programs is 1.50%. Clients in certain programs may also pay a program fee. Clients invested in the Tax-Deferred Strategies Portfolios are charged a monthly platform fee of $20/month by Nationwide, plus a "Low Cost Fund Platform Fee" up to 0.35% annually. Fees are negotiable.
Location
Cranston, RI
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Regulatory History (1)
Regulatory
September 2007Other Business Activities
Emilio works for Patriot Financial Group providing investment advisory services, dedicating nearly full-time hours. He also works as a client relationship manager and financial professional for Ivy Wealth Management and Ivy Wealth Advisors, spending a few hours per week on each.
Employment History
Current Registrations
Summit Financial, LLC
Previous Registrations
Summit Financial, LLC
Cetera Financial Specialists LLCBroker
Securities America, INC.Broker
The Patriot Financial Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
Multi-Financial Securities Corporation
Klr Investment Advisors, LLC
Multi-Financial Securities CorporationBroker
Vestax Securities CorporationBroker
Nathan & Lewis Securities, INC.
Nathan & Lewis Securities, INC.Broker
Wma Securities, INC.Broker
W. S. Griffith & CO., INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
Phoenix Equity Planning CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.