Andrew J. Grant
Investment adviser representative at Summit Financial, LLC
13 yearsExperience
1 stateRegistered in
$26.3BFirm assets
7 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
- Pension consulting
Experience
13 years in the industry.
- Private Client Services, LLCJun 2025 to now
- Summit Financial, LLCMay 2025 to now
- Wells Fargo Clearing Services, LLC.Aug 2021 to May 2025
- Wealthbridge Capital Management, LLCOct 2018 to Aug 2021
- Private Client ServicesAug 2018 to May 2020
- Morgan Stanley Private Bank, National AssociationJan 2015 to Aug 2018
- Morgan Stanley Smith Barney LLCSep 2013 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2011
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
- 5773531
- Firm CRD
- 299322