Postes actifs de Steven Weinman
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Summit Financial LLC
 Summit Financial LLC Investment ManagersFinance Summit Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Parsippany, New Jersey. Formerly known as National Wealth Advisors, Inc., the firm was founded in 2018 and has succeeded from the advisory businesses of Summit Equities, Inc. which was established in 1991. They are a wholly-owned by Summit Financial Holdings LLC, which is owned by Summit Financial Services LLC. Summit Financial offers investment advisory services to individuals, high net-worth individuals, corporations and/or business entities, pension and profit-sharing plans, and charitable organizations. | Directeur/Membre du Conseil | 01/11/2018 | - |
| President | 01/11/2018 | - | |
| Responsable de la banque privée | 01/11/2018 | - | |
| Directeur en chef des Investissements | 01/11/2018 | 01/08/2022 |
Historique de carrière de Steven Weinman
Anciens postes connus de Steven Weinman
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Summit Equities, Inc.
 Summit Equities, Inc. Investment ManagersFinance Founded in 1982, Summit Equities, Inc. is an SEC-registered investment advisor and securities broker-dealer located in Parsippany, New Jersey. The firm is a Member FINRA/SIPC. They provide investment advice and/or management supervisory services to the individuals, high net-worth individuals, corporations and/or business entities and pension & profit sharing plans. | Directeur Général | 01/11/1982 | 01/01/2018 |
| Président | 01/11/1982 | 01/11/2018 | |
| Directeur en chef des Investissements | 01/01/2017 | 01/11/2018 | |
| Gestionnaire de Portefeuille-Actions | 01/11/1982 | 01/11/2018 | |
| President | 01/11/1982 | 01/01/2017 |
Formation de Steven Weinman
| Fairleigh Dickinson University | Undergraduate Degree |
| The Leonard N Stern School of Business | Masters Business Admin |
Statistiques
Internationale
| Etats-Unis | 5 |
Opérationnelle
| Chief Investment Officer | 2 |
| President | 2 |
| Chief Executive Officer | 1 |
Sectorielle
| Finance | 3 |
| Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Summit Equities, Inc.
Summit Equities, Inc. Investment ManagersFinance Founded in 1982, Summit Equities, Inc. is an SEC-registered investment advisor and securities broker-dealer located in Parsippany, New Jersey. The firm is a Member FINRA/SIPC. They provide investment advice and/or management supervisory services to the individuals, high net-worth individuals, corporations and/or business entities and pension & profit sharing plans. | Finance |
Summit Financial LLC
Summit Financial LLC Investment ManagersFinance Summit Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Parsippany, New Jersey. Formerly known as National Wealth Advisors, Inc., the firm was founded in 2018 and has succeeded from the advisory businesses of Summit Equities, Inc. which was established in 1991. They are a wholly-owned by Summit Financial Holdings LLC, which is owned by Summit Financial Services LLC. Summit Financial offers investment advisory services to individuals, high net-worth individuals, corporations and/or business entities, pension and profit-sharing plans, and charitable organizations. | Finance |
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