Armando Demetrice Faucy-smith
Investment adviser representative at Summit Financial, LLC
14 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
14 years in the industry.
- Summit Financial, LLCApr 2025 to now
- Purshe Kaplan Sterling InvestmentsApr 2025 to now
- Summit Financial, LLC dba Lpf Advisors, LLCApr 2025 to now
- Osaic Wealth, Inc.Apr 2024 to Apr 2025
- Bank of America, N.A.Jul 2022 to Mar 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to Mar 2024
- Professional Benefits Inc.May 2021 to Aug 2021
- Warrington EnterprisesJun 2020 to Jun 2022
- Florida State UniversityJan 2020 to Apr 2022
- State College of FloridaAug 2019 to Dec 2019
- Sarasota Memorial HospitalJun 2019 to Jan 2020
- Hq Inc.Jun 2017 to Aug 2018
- SkyzoneMay 2017 to Jun 2017
- Sarasota High SchoolAug 2015 to Jun 2019
- UnemployedJan 2012 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7593711
- Firm CRD
- 299322