5266 Bailey Ct East
Doylestown, PA 18902


215-794-3393 Main



About Summit

Quite simply, to treat you, the financial advisor, as our client. We know that all independent broker dealers offer similar payout and products. At Summit, we differentiate ourselves by recognizing that servicing your clients is the most important thing you do, and servicing you is the most important thing we do.

Number of Advisors
Summit's network of financial advisors is over 330 strong and growing, operating from over 225 offices throughout the United States. Our goal, however, is not to create a large firm with thousands of financial advisors; rather, we are driven to maintain a boutique firm of high quality, high producing financial advisors.

Senior management has in excess of 250 years of experience in servicing the needs of both independent and wirehouse advisors.

The Company offers a full complement of investment products and services, including traditional brokerage services, fee-based products, and annuities and other insurance-related products.

Clearing Firms

TD Ameritrade Institutional, a Division of TD Ameritrade, Inc.

First Clearing, LLC is a registered broker-dealer and an affiliate of Wells Fargo & Company. 

Pershing, LLC (a subsidiary of The Bank of New York Mellon Corporation).

Regulatory Agencies
Financial Industry Regulatory Authority (FINRA)
Securities Investor Protection Corporation (SIPC)
Municipal Securities Rulemaking Board (MSRB)
National Futures Association (NFA)
Securities Industry and Financial Markets Association (SIFMA)
Financial Services Institute (FSI)

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck