Merrill
46yrs
Top advisor by experience in Westfield
15yrs
Eric Mangold
Financial advisor at Summit Financial
Eric Mangold is a fiduciary financial advisor in Westfield, New Jersey, with 15 years in the industry. Eric joined Summit Financial in 2026, after four years at Securian Financial Services and two years at First Allied Advisory Services. Summit Financial offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 117 advisors with offices in Westfield, and one of 103 fiduciaries.
At a glance
Experience15 years (since 2012)
How that compares ?15 years in the industry
OfficeWestfield, NJ
FirmSummit Financial
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.32 million
Advisors at the firm218
States licensed ?1 state
Services through Summit Financial
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2026 – nowSummit Financial, LLCCurrent firm
- 2018 – 2022Securian Financial Services, Inc.Previously
- Sep 2016 – May 2018First Allied Advisory Services, Inc.Previously
- Nov 2014 – Sep 2016Gitterman Wealth Management, LLCPreviously
- 2012 – 2014Park Avenue Securities LLCPreviously
Contact Eric
(973) 285-3600Firm headquarters in Parsippany, NJ. Ask for Eric. Westfield, NJOffice · Get directions Facebook pageSummit FinancialIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Eric
Tailored to Eric’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eric
How do I contact Eric?
Call Summit Financial at (973) 285-3600 and ask for Eric Mangold. Eric works from the Westfield, NJ office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2012, about 15 years. 15 years in the industry.
What licenses does Eric hold?
Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Summit Financial reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Wells Fargo Advisors
45yrs
Top 1% by experience nationwide
Merrill
44yrs
Top 1% by experience in New Jersey
Merrill
43yrs
Top 1% by experience in New Jersey
Merrill
43yrs
Top 1% by experience in New Jersey
Merrill
43yrs
Top 1% by experience in New Jersey