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Anthony Lawrence Mcelynn

Summit Financial, LLC
31 Years of Experience
Broker
View SEC Summary
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

4 Campus Drive, Parsippany, NJ, 07054

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Summit Financial, LLC
May 2024 - Present · 1 yr 9 mos
Ls Securities, LLCBroker
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Prudential Financial Planning Services
July 2021 - June 2024 · 2 yrs 11 mos
Prudential Customer Solutions LLC
October 2018 - July 2021 · 2 yrs 9 mos
Pruco Securities, LLC.Broker
May 2017 - June 2024 · 7 yrs 1 mo
E*trade Capital Management, LLC
June 2009 - April 2017 · 7 yrs 10 mos
E*trade Securities LLCBroker
March 2005 - April 2017 · 12 yrs 1 mo
TD Waterhouse Investor Services, INC.Broker
December 1993 - March 2005 · 11 yrs 3 mos
State Registrations1 state
NJ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.