Gregory Nardolillo
Gregory Nardolillo is a registered investment advisor at Summit Financial, LLC, based in Morristown, NJ, with 33 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 9,865 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Financial offers various investment management programs. Financial advisors set their own advisory fees, but the maximum advisory fee for all programs is 1.50%. Clients in certain programs may also pay a program fee. Clients invested in the Tax-Deferred Strategies Portfolios are charged a monthly platform fee of $20/month by Nationwide, plus a "Low Cost Fund Platform Fee" up to 0.35% annually. Fees are negotiable.
Location
191 Washington St., Morristown, NJ, 07960
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
December 2016Customer Dispute
May 2008Other Business ActivitiesSells Insurance
Gregory is the owner of Nardolillo Wealth Advantage, Inc. and an insurance agent for SBG Group and Highland Capital, taking about half of his time for the first and about 10% of his time for the latter two. He also independently sells fixed annuities and direct insurance, promotes Kalo Brands, and works as an Investment Advisor Representative for Summit Financial, LLC, while also offering insurance through various companies.
Employment History
Current Registrations
Summit Financial, LLC
Aurora Private Wealth, INC.
Apw Capital, INC.Broker
Previous Registrations
Wealthplan Partners
LPL Financial LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Linsco/private Ledger CORP.Broker
Linsco/private Ledger CORP.
Mds Securities IncorporatedBroker
Natwest Investor Services CorporationBroker
State Registrations11 states
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.