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2016 Finalist: Summit Brokerage

Founded in 1993, Summit is one of the nation's fastest growing independent broker-dealers.

Founded in 1993, Summit is one of the nation's fastest growing independent broker-dealers and has been recognized as the #1 Independent Boutique Broker-Dealer in the country and as one of the "Top 50 Independent Broker-Dealers" by leading trade publications. Its senior management has in excess of 250 years of experience in servicing the needs of both independent and wirehouse advisors. Summit's network of financial advisors is over 460 strong and growing, operating from over 330 offices throughout the United States. The firm’s goal is not to create a large firm with thousands of financial advisors; rather, it plans to maintain a boutique firm of high-quality, high-producing financial advisors.

MARSHALL T. LEEDS
President & CEO, Summit Brokerage

For more information, please visit www.summitbrokerage.com

Award Category:

  • Broker/Dealers (less than 1,000 Advisors) - Social Media Leadership
  • Broker/Dealers (less than 1,000 Advisors) - Service
  • Broker/Dealers (less than 1,000 Advisors) - Technology

Finalist Initiative:

  • eLaunch
  • Summit Concierge Services (SCS)
  • MyDashboard

Read more about the WealthManagement.com Awards 2016

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