The #1 Ranked Independent Boutique Broker-Dealer in the Country.
"Our advisors and their clients are the foundation of our success, and we consider it our privilege and responsibility to provide them with the highest level of service and support."
Marshall Leeds, Chairman & CEO
At Summit, we have created a culture that places service to
our advisors above all else by treating them as our clients. And
because each of our advisors has the ability to earn stock
options in our Company, at Summit, our advisors truly
are our partners. Because you’ve worked hard to build your practice, you want the firm standing behind you to work equally hard to help you maintain – and grow – your business.
All independent broker dealers provide similar payouts and investment products. The real difference is the level and quality of service provided to the firms' advisors. At Summit, we recognize that servicing your clients is the most important thing you do, and servicing you is the most important thing we do. We are, and will always be, committed to:
Valuing your independence
Providing you with the best training and tools you need to maximize the value of your efforts
Developing a corporate culture for our back office that makes our financial advisors feel welcome, wanted and important
Providing competitive payouts and products
Being honest and forthright in our dealings with you
Treating you and your staff as our partners
Doing everything within our power to help make Summit your home
Call to speak to a Business Development associate today.
*Based on a national independent survey conducted by a leading trade publication.