Andrew Christopher Baker
Investment adviser representative at Summit Wealth Partners, LLC
11 yearsExperience
12 statesRegistered in
CFP® certificationDesignation
$675.7MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Buff Law Firm, Pllc dba Safe Harbor Law FirmMay 2022 to now
- Summit Wealth Partners, LLCNov 2018 to now
- Acb Advisory Group LLC dba Collegiate Funding StrategistsMay 2016 to now
- Edison AveAug 2015 to now
- Pelican Wealth Advisors LLCNov 2017 to Nov 2018
- Mass MutualJan 2016 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 12 states (CA, CO, FL, GA, IL, MI, NJ, OH, PA, TX, VA, WI).
Summit Wealth Partners, LLC
$675.7MAssets managed
783Clients
12Advisers
10 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
- 5753450
- Firm CRD
- 283648