Private Advisor Group
47yrs
Top advisor by experience at Private Advisor Group
9yrs
Daniel Nardolillo
Full name on record: Daniel Patrick Nardolillo
Financial advisor at Summit Financial
Daniel Nardolillo is a fiduciary financial advisor in Morristown, New Jersey, with 9 years in the industry. After three years at Aurora Private Wealth, Daniel joined Summit Financial in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Daniel holds the CFP® designation.
One of 1155 advisors with offices in Morristown, and one of 1029 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office191 Washington Avenue, Morristown, NJ 07960
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowSummit Financial, LLCCurrent firm
- 2018 – 2021Aurora Private Wealth, Inc.Previously
Questions to ask Daniel
Tailored to Daniel’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 Daniel
How do I contact Daniel?
Call Summit Financial at 973-285-3600 and ask for Daniel Nardolillo. Daniel works from the Morristown, NJ office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Summit Financial reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Daniel 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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