Summer Sawdey
Investment adviser representative at LPL Financial LLC
15 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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 assetsHourlyFixed 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
15 years in the industry.
- LPL Financial LLCAug 2026 to now
- Kestra Advisoryservices, LLCDec 2024 to Jul 2026
- Kestra Investment Services, LLCDec 2024 to Jul 2026
- Financial Advocates Investment ManagementJan 2020 to Dec 2024
- LPL Financial, LLCDec 2019 to Dec 2024
- Heritage BankJul 2019 to Dec 2019
- Community BankFeb 2019 to Jul 2019
- CitigroupMay 2018 to Jan 2019
- SubwayAug 2017 to May 2018
- Leroy Country ClubMay 2017 to Aug 2017
- Quality Suites and WaterparkJun 2016 to May 2017
- University of BuffaloAug 2011 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7212790
- Firm CRD
- 6413