Stanley Gregor is a registered investment advisor at Summit Financial, LLC, based in Parsippany, NJ, with 32 years of industry experience. Stanley 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
4 Campus Drive, Parsippany, NJ, 07054
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Stanley is involved in several real estate ventures, including NODA Ventures (since 2015), Sugar Creek Ventures (since 2016), Summit Avenue Development (since 2025), and G4 Partners, LLC (since 2025), dedicating minimal time to each. He is also a member of NYCBC, a restaurant and brewery, and SG Investment Partners, a financing company, dedicating a few hours per week to each.
Employment History
Current Registrations
Summit Financial, LLC
Previous Registrations
Ls Securities, LLCBroker
Summit Equities INC
Summit Financial Resources INC
Summit Equities, INC.Broker
Cantor Fitzgerald Wealth Partners, LLC
Cantor Fitzgerald & CO.Broker
Mercap Securities, LLCBroker
Merion Wealth Partners, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Commerce Capital Investments, INC.Broker
Commerce Capital Markets, INC.
Commerce Capital Markets, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Financial Horizons Securities CorporationBroker
Citicorp Investment ServicesBroker
First Empire Securities, INC.Broker
National Securities Network, INC.Broker
Brennan Ross Securities, INC.Broker
First America Equities CORP.Broker
Vanderbilt Securities, INC.Broker
J. T. Moran & CO., INC.Broker
Sherwood Capital, INC.Broker
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.