Andrew Devon Stein

Summit Financial, LLC

3 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Summit Financial, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

205 advisors

Number of Clients

9,865 clients

Average Client Portfolio

$1.5M average

Assets Under Management

$15.0B

Fee Structure

Location

484 Harleysville Pike, Harleysville, PA, 19438

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Summit Financial, LLC

July 2024 - Present · 1 yr 7 mos

Previous Registrations

Canon Capital Investment Advisory

February 2024 - August 2024 · 6 mos

LPL Financial LLCBroker

September 2021 - November 2023 · 2 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.