Pei-chin Andrew
Investment adviser representative at Summit Financial, LLC
12 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$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
12 years in the industry.
- Summit Financial, LLCApr 2025 to now
- Private Client ServicesMar 2022 to now
- Heritage Wealth Partners, LLCMar 2022 to Jul 2025
- Morgan Stanley Private Bank, National AssociationMar 2015 to Mar 2022
- Morgan Stanley Smith Barney LLCNov 2014 to Mar 2022
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
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
- 5662191
- Firm CRD
- 299322