AP
AP

Alexander Samuel Pasquale

20 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
205 advisors
Number of Clients
9,865 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$15.0B

Fee Structure

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Location

443 N. Franklin Street, Suite 210, Syracuse, NY, 13204

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alexander offers insurance as a broker or agent through numerous insurance companies, including SRM, an affiliated company. He also provides guidance to clients regarding Bitcoin holdings, dedicating minimal time to this activity.

Employment History
Current Registrations
Summit Financial, LLC
March 2025 - Present · 11 mos
Previous Registrations
Everest Consultants, LLC
November 2005 - May 2025 · 19 yrs 6 mos
State Registrations2 states
FLNY
Advisor
Exams
No exam information available for this advisor.