Seamus Thomas Obrien
Investment adviser representative at Summit Wealth Group
11 yearsExperience
1 stateRegistered in
$2.3BFirm assets
1 yearFirm 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
11 years in the industry.
- Summit Wealth GroupJan 2026 to now
- Sei Investments Distribution Co.Jun 2022 to Jan 2026
- Sei Investments Management Corp.Jun 2022 to Jan 2026
- Pershing Advisor Solutions LLCJan 2019 to May 2022
- Pershing Advisor Solutions LLCSep 2015 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (PA).
Summit Wealth Group
Legal name: Summit Wealth Group LLC
$2.3BAssets managed
3,117Clients
39Advisers
1 yearIn 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
- 4125067
- Firm CRD
- 335242