Robert Ronald Obraitis
Investment adviser representative at Summit Financial, LLC
12 yearsExperience
1 stateRegistered in
$26.3BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Summit Financial, LLCApr 2025 to now
- Purshe Kaplan Sterling InvestmentsApr 2025 to now
- Summit Financial d/b/a Lansdowne Private Wealth ManagementApr 2025 to now
- Cambridge Investment Research Advisors, IncFeb 2014 to Apr 2025
- Cambridge Investment Research, IncFeb 2014 to Apr 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (VA).
Summit Financial, LLC
$26.3BAssets managed
18,393Clients
226Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2124486
- Firm CRD
- 299322