Dennis Vitori has been an investment adviser representative at Summit Financial Advisors since December 2007, and is not listed among the firm’s executive officers or direct owners.
Summit Financial Advisors, Inc. is a Middletown, OH firm with $233M under management, 139 clients and 4 advisers across 2 offices, as of its June 2026 filing.
Dennis Vitori’s longest registration is the current one, 18 years at Summit Financial Advisors since 2007. Before joining Summit Financial Advisors in 2007, Dennis Vitori was registered through Ipfp, Inc.
- – present · 18 yearsMiddletown, OH · Adviser representative · Firm CRD 145007
- Ipfp, Inc.– · 4 yearsMiddletown, OH · Adviser representative · Firm CRD 120314
Investment adviser representative registrations
Dennis Vitori is registered as an investment adviser representative in Ohio, since December 2007.
- OhioSince 20 December 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 18 February 1984 |
| Series 1 | Registered Representative Examination | 8 May 1978 |
- Name
- General Securities Representative Examination
- Name
- Registered Representative Examination
- Full name
- Dennis Paul Vitori
- CRD
- 852176
- Firm
- Summit Financial Advisors · CRD 145007
- Office
- 1046 SUMMIT DRIVE, Middletown, OH 45042
- Registration
- Investment adviser registration
- In the industry since
- January 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Dennis Vitori work?
Dennis Vitori is an investment adviser representative registered through Summit Financial Advisors, Inc. since December 2007, and is not listed among the firm’s executive officers or direct owners.
Is Dennis Vitori a financial advisor?
Yes. Dennis Vitori has a current investment-adviser registration in Ohio, through Summit Financial Advisors since December 2007.
How many years of experience does Dennis Vitori have?
Dennis Vitori has 23 years in the financial industry, since January 2003, across 2 adviser firms.
What exams has Dennis Vitori passed?
Dennis Vitori has passed 2 licensing exams: the Series 1 and Series 7. The earliest, the Series 1, was passed in May 1978.
Where is Dennis Vitori based?
Dennis Vitori’s registered office is in Middletown, OH.
Is Dennis Vitori registered with FINRA?
No. Dennis Vitori has no current broker registration.
How can I verify Dennis Vitori’s record?
Search CRD 852176 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dennis Vitori’s full registration record.
