Douglas Scott Hardy
Investment adviser representative at Summit Wealth Group
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.3BFirm assets
Are you Douglas Scott Hardy? Claim your profile
Contact this firm
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
15 years in the industry.
- Summit Wealth Group LLCOct 2026 to now
- Purshe Kaplan Sterling InvestmentsOct 2026 to now
- Commonwealth Financial NetworkSep 2011 to Oct 2026
- Maryland Farms Wealth ManagementSep 2011 to Oct 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
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
- 4665871
- Firm CRD
- 335242