Summer Dorn
Investment adviser representative at Fairway Financial, LLC
22 yearsExperience
1 stateRegistered in
$159.6MFirm assets
2 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
- Seminars and workshops
Experience
22 years in the industry.
- Fairway Financial, LLCNov 2004 to now
- Calton & Associates, IncMay 2015 to Oct 2025
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (FL).
Fairway Financial, LLC
$159.6MAssets managed
121Clients
2Advisers
2 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
- 4892488
- Firm CRD
- 134675