Matthew P Anderson
Investment adviser representative at Summit Financial, LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$26.3BFirm assets
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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
16 years in the industry.
- Summit Financial, LLCJun 2021 to now
- Keebeck Wealth Management LLCJun 2020 to Jun 2021
- Bank of America, N.A.Aug 2015 to Jun 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2010 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 4617400
- Firm CRD
- 299322