Randi Loreti is a CFP-designated registered investment advisor at Summit Financial, LLC, based in Parsippany, NJ, with 22 years of industry experience. Randi is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 18,393 clients with $26B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum advisory fee across programs is 1.50% per year. Fees are negotiable and exclude program fees, custodian charges, and third-party manager fees.
Fee Estimator
Location
4 Campus Drive, Parsippany, NJ, 07054
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Randi works as an Administrative Assistant for Summit Financial, LLC, a Registered Investment Advisor (RIA). This is a nearly full-time commitment.
Employment History
Current Registrations
Summit Financial, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Summit Financial Resources INC
Summit Equities INC
Summit Equities, 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.
Exams
More Advisors
- Volodymyr Stasenko, CFPSummit Financial, LLC
- Salvadore SalvoSummit Financial, LLC
- Charles Cernosia, CFASummit Financial, LLC
- Christopher Stappas, CFPSummit Financial, LLC
- Shawn Hirsch, CFPSummit Financial, LLC
- Nicholas Villano, CFPSummit Financial, LLC