Armando Demetrice Faucy-smith

Summit Financial, LLC

3 Years of Experience

Broker

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

2601 Cattlemen Road, Suite 302, Sarasota, FL, 34232

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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.

Other Business Activities

Armando is an investment advisor representative (IAR) with Summit Financial dba LPF Advisors, LLC, providing financial advising services. This activity takes nearly all of Armando's time.