Chad Philip Trevithick
Investment adviser representative at Summit Financial, LLC
11 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
11 years in the industry.
- Modern Capital Securities, Inc.Oct 2025 to now
- Summit Financial, LLCOct 2024 to now
- Liberty Partners Financial Services, LLC.Aug 2019 to Oct 2025
- Southeast Financial Group (dba)Jan 2018 to Dec 2024
- Secrest Blakey & Associates LLCJan 2018 to Nov 2019
- LPL Financial LLCJan 2018 to Aug 2019
- Bb&t Investment Services, Inc.Oct 2015 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 4664534
- Firm CRD
- 299322