Todd Sadwin
Investment adviser representative at Summit Financial, LLC
11 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
11 years in the industry.
- Summit Financial, LLCJul 2025 to now
- The Patriot Financial GroupMar 2021 to Jul 2025
- Ivy Wealth Management, Inc.Dec 2017 to Jun 2021
- Minnesota Life Insurance CompanyJun 2015 to Jul 2025
- Securian Financial Services, IncJun 2015 to Nov 2017
- Pioneer Financial GroupMay 2015 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (RI).
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
- 6497631
- Firm CRD
- 299322