RBC Capital Markets
44yrs
Top advisor by experience in White Plains
11yrs
Based in White Plains, New York, Nicholas Simini is a fiduciary financial advisor with 11 years of industry experience. Nicholas joined Summit Financial in 2019, after two years at Summit Financial Resources and two years at Summit Equities. Summit Financial offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 339 advisors with offices in White Plains, and one of 294 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office1025 Westchester Avenue Suite 318, White Plains, NY 10604
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.
Career
- 2019 – nowSummit Financial, LLCCurrent firm
- Mar 2017 – Sep 2018Summit Financial Resources Inc.Previously
- Feb 2017 – Dec 2018Summit Equities, Inc.Previously
Contact Nicholas
(973) 285-3600Firm headquarters in Parsippany, NJ. Ask for Nicholas. 1025 Westchester Avenue Suite 318White Plains, NY 10604Office · Get directions Facebook pageSummit Financial
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Questions to ask Nicholas
Tailored to Nicholas’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
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About Nicholas
How do I contact Nicholas?
Call Summit Financial at (973) 285-3600 and ask for Nicholas Simini. Nicholas works from the White Plains, NY office.
How long has Nicholas been a financial advisor?
Nicholas has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Nicholas hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Nicholas a fiduciary?
Nicholas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nicholas paid?
Summit Financial reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Nicholas 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.
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