Bryan Le beau
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.
- Summit Financial, LLCJul 2025 to now
- The Patriot Financial Group, LLCNov 2023 to Jul 2025
- Cetera Financial Specialists LLCMay 2023 to Jul 2025
- Ivy Wealth AdvisorsMay 2023 to Jul 2025
- Equitable Advisor's LLCAug 2021 to Apr 2023
- Minnesota Life Insurance CoJan 2020 to Jul 2021
- Securian Advisors of New EnglandJan 2020 to Jul 2021
- Securian Financial Services IncJan 2020 to Jul 2021
- Dipietro Real EstateDec 2019 to Apr 2023
- Colburn FinancialMay 2019 to Jan 2020
- Churchills Smoke Shop & LoungeMay 2013 to Jan 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
- Series 65 · Uniform Investment Adviser Law2023
- Series 65 · Uniform Investment Adviser Law2023
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
- 7214224
- Firm CRD
- 299322