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Salvadore Salvo

Summit Financial, LLC
52 Years of Experience
Parsippany, NJ
3 DisclosuresBrokerSells Insurance
View SEC Summary
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Salvadore Salvo is a registered investment advisor at Summit Financial, LLC, based in Parsippany, NJ, with 52 years of industry experience. Salvadore is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 18,393 clients with $26B in assets under management.

Summit Financial, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
232 advisors
Number of Clients
18,393 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$26.3B

Fee Structure

Minimum Investment:$100K

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.

View Full SEC Brochure

Location

4 Campus Drive, Parsippany, NJ, 07054

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History

Regulatory History (3)
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.
Customer Dispute
August 2025
Pending
Customer Dispute
July 2025
Pending
Customer Dispute
October 2010
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Salvadore is an investment advisor representative (IAR) with Summit Financial LLC and managing member of Salvador Salvo LLC, dedicating full-time hours to providing financial advice and investment advisory services. He also offers insurance as a broker or agent through numerous insurance companies, earning compensation based on sales.

Employment History
Current Registrations
Summit Financial, LLC
January 2019 - Present · 7 yrs 9 mos
Purshe Kaplan Sterling InvestmentsBroker
September 2018 - Present · 8 yrs 1 mo
Previous Registrations
Summit Family Wealth Counseling INC
June 2002 - July 2012 · 10 yrs 1 mo
Summit Financial Resources INC
June 2002 - September 2018 · 16 yrs 3 mos
Summit Equities INC
June 2002 - December 2018 · 16 yrs 6 mos
MML Investors Services, INC.Broker
January 1988 - April 1990 · 2 yrs 3 mos
Massachusetts Mutual Life Insurance CompanyBroker
April 1983 - January 1988 · 4 yrs 9 mos
Summit Equities, INC.Broker
October 1982 - September 2018 · 35 yrs 11 mos
Cg Equity Sales CompanyBroker
October 1973 - June 1982 · 8 yrs 8 mos
State Registrations33 states
ARAZCACOCTDEFLGAIAIDILMAMDMEMIMNMONCNDNHNJNYOHORPARISCTNTXUTVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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