Samuel Thomas Lavielle
Investment adviser representative at Summit Financial Strategies Inc
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Summit Financial Strategies Inc.Jun 2022 to now
- Bank of AmericaJun 2021 to Aug 2021
- Outback SteakhouseMay 2020 to Jul 2021
- Summit Financial Strategies Inc.Jan 2020 to Apr 2022
- Equis FinancialMar 2019 to Jan 2020
- The Ohio State UniversityAug 2018 to May 2022
- Fair Valley Swim and TennisJun 2016 to Aug 2019
- Troy Christian High SchoolAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Summit Financial Strategies Inc
$2.3BAssets managed
1,026Clients
20Advisers
30 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
- 7390474
- Firm CRD
- 110112