Gregory Michael Nardolillo

Summit Financial, LLC

33 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Summit Financial, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

205 advisors

Number of Clients

9,865 clients

Average Client Portfolio

$1.5M average

Assets Under Management

$15.0B

Fee Structure

Location

191 Washington St., Morristown, NJ, 07960

Get directions

History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Employment Separation After Allegations

December 2016

Customer Dispute

May 2008

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Gregory is the owner of Nardolillo Wealth Advantage, Inc. and an insurance agent for SBG Group and Highland Capital, taking about half of his time for the first and about 10% of his time for the latter two. He also independently sells fixed annuities and direct insurance, promotes Kalo Brands, and works as an Investment Advisor Representative for Summit Financial, LLC, while also offering insurance through various companies.