Summit Brokerage Services Unveils New Concierge Program for All Advisors

Summit Brokerage Services Unveils New Concierge Program for All AdvisorsSummit Brokerage Services, the #1 independent broker dealer in the country*, is pleased to announce the next level in servicing its financial advisorsSummit Concierge Services (SCS). SCS was created to further improve upon both the efficiency and effectiveness of the service Summit provides its advisors. The benefits of SCS include:


  • Personalized Service ResponsePersonalized response from a SCS team member within one hour during our normal business hours.
  • Easy Access24/7 web and mobile-based accessibility to the SCS team.
  • Valued Input– Easy and convenient opportunity for Summit advisors to provide feedback, ideas and share their opinions.
  • Accelerated Service Processing -Designed to accelerate the provision of services in those rare instances where advisors require assistance outside of normal departmental processing channels.

Marshall Leeds, President of Summit said, “We are very excited about this new and innovative service. Summit’s Concierge Service is another winning benefit we offer our advisors to enhance their boutique brokerage experience.

About Summit Brokerage Services, Inc.

Summit Brokerage Services, Inc. is a Boca Raton, Florida-based financial services company that provides a broad range of securities brokerage and investment services to primarily individual investors. Summit Brokerage also sells insurance products, predominantly fixed and variable annuities and life insurance through its subsidiary, SBS Insurance Agency of Florida. Summit Brokerage also provides asset management services through its investment advisor, Summit Financial Group, Inc.

Media Contact

Contact Person: Mindy Clapp
Company Name:  Summit Brokerage Services, Inc.
Telephone Number: 561.338.2770
Fax Number: 561.338.2820
Email Address:
Web site address:

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