Assunta R. Mclane
SUMMIT PLACE FINANCIAL ADVISORS
Summit, NJ 07901
CRD#: 7661656
Professional summary
Assunta Mclane is a Managing Director and Senior Wealth Advisor with Summit Place Financial Advisors, LLC. She is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. She is a CERTIFIED FINANCIAL PLANNER®. Prior to joining Summit Place, Susie was with Glenmede Trust Company, and she began her career in accounting with Deloitte, focusing on individual and family business tax preparation and management.
Core Areas of Focus
Tax Planning & Strategy
Tax-Loss Harvesting
Estate & Legacy Planning
Retirement Income Planning
Financial Planning for Women
Client Tip
Consistency and discipline often matter more than trying to time the market.
Biography
In her leadership role, Susie works with successful families and individuals, providing comprehensive oversight and personalized solutions for each generation. Susie manages client services, ensuring that Summit Place delivers a consistent and tailored service experience for all our clients. With over 15 years of industry experience, Susie is known for her deep expertise and thoughtful, relationship-centered approach. Clients have noted her ability to guide them through major life transitions with clarity and confidence.
Susie has earned industry recognition, including most recently being named a 2025 Investment News Five Star Financial Planner. Her insights are regularly featured in the media including WealthManagement.com, Rethinking65, NJCPA, and FinancialPlanning.com.
Question & Answer
What makes you the best choice for clients?
We are women-owned and work exclusively with clients who have $5-$15M in investible assets, understanding their unique complexities in wealth management for tax, estate, risk planning, and, more importantly, for family growth and success.
What are your service offerings?
Retirement Planning
Tax Planning
Estate Planning
Financial Planning
Education Funding
What is your current number of clients?
Under 50
What is your minimum asset requirement?
0
How do you get paid?
Percentage of Assets
Are you a "fiduciary"?
Yes
Personal quote
Wealth is about more than numbers. It’s about helping families live well today while thoughtfully preparing for tomorrow.
Aliases
Assunta R Buonincontri | Susie R Buonincontri
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Assunta Rosaria Mclane's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
Fairleigh Dickinson University
Bachelor - Accounting/Finance
Centenary University
MBA - Finance
Experience
Current
November 30, 2022 - Present
SUMMIT PLACE FINANCIAL ADVISORS, LLC
Office #1: 18 Bank Street Suite 202, Summit, NJ 07901RIA
CRD#: 147984
Summit, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SP
SUMMIT PLACE FINANCIAL ADVISORS, LLC
SUMMIT DESIGNS | SUMMIT PLACE FINANCIAL ADVISORS,LLC | SUMMIT PLACE FINANCIAL ADVISORS, LLC | SUMMIT DESIGNS, LLC
CRD#: 147984 / SEC#: 801-96169
RIA
Registered Investment Advisory firm - (4/22/2015 Approved)Texas
Registered Investment Advisory firm - (6/17/2015 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(11/30/2022)
Exams
Current Firm
SP
SUMMIT PLACE FINANCIAL ADVISORS, LLC
SUMMIT DESIGNS | SUMMIT PLACE FINANCIAL ADVISORS,LLC | SUMMIT PLACE FINANCIAL ADVISORS, LLC | SUMMIT DESIGNS, LLC
CRD#: 147984 / SEC#: 801-96169
RIA
Registered Investment Advisory firm - (4/22/2015 Approved)Texas
Registered Investment Advisory firm - (6/17/2015 Terminated)PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
18 Bank Street Suite 202, Summit, NJ 07901
Mailing Address
Phone number
(908) 517-5880
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 338 |
| AUM (Assets Under Management) | $ 256,398,657 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/17/2025 | ||
| 09/18/2024 | ||
| 12/13/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SUMMIT PLACE FINANCIAL ADVISORS, LLC
CRD#: 147984Summit, NJ 07901TRUST BUT VERIFY
Monitor Assunta Mclane
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
