Matthew Nardolillo
Matthew Nardolillo is a registered investment advisor at Summit Financial, LLC, based in Morristown, NJ, with 30 years of industry experience. Matthew 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
191 Washington Street, Morristown, NJ, 07960
Get directionsHistory
Regulatory History (6)
Judgment / Lien
January 2026Financial
January 2023Customer Dispute
March 2009Customer Dispute
September 2003Customer Dispute
March 2003Customer Dispute
June 2002Other Business ActivitiesSells Insurance
Matthew offers insurance as a broker or agent through numerous insurance companies, including SRM, an affiliated company. He also works as a Wealth Advisor at Summit Financial, dedicating about half of his time to meeting clients, financial planning, and advisory services.
Employment History
Current Registrations
Summit Financial, LLC
Apw Capital, INC.Broker
Previous Registrations
World Equity Group, INC.Broker
World Equity Group, INC.
Regal Advisory Services, INC.
Regal Securities, INC.Broker
Brookstreet Capital Management
Brookstreet Securities CorporationBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
First Union Brokerage Services, INC.Broker
Mds Securities IncorporatedBroker
Barron Chase Securities, INC.Broker
State Registrations3 states
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.