Andrew Devon Stein
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 2024 to now
- Canon Capital Investment AdvisoryNov 2023 to Aug 2024
- Kemp Harvest Financial GroupMay 2021 to Nov 2023
- LPL Financial, LLCApr 2021 to Nov 2023
- DominosMay 2020 to Jan 2021
- Indian Valley Country ClubMay 2019 to Aug 2019
- Moravian CollegeAug 2017 to May 2021
- The Trappe TavernJun 2017 to Jun 2020
- Jesse's Barbecue and Local MarketNov 2016 to Jul 2017
- Souderton Area High SchoolSep 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7365718
- Firm CRD
- 299322