Unclaimed Profile

Chad Aaron Warrick

SUMMIT WEALTH PARTNERS, LLC·ORLANDO, Florida

Series 7, Series 63, Series 65Clean record16 years registeredSUMMIT WEALTH PARTNERS, LLC

800 N. ORANGE AVENUE, ORLANDO, FL 32801CRD# 4013851Firm CRD# 283648

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Chad Aaron Warrick · ORLANDO, FL

Registration

CRD #4013851 · SUMMIT WEALTH PARTNERS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

SUMMIT WEALTH PARTNERS, LLC

Jul 2016 – present

SUMMIT WEALTH PARTNERS, LLC

Jul 2011 – Aug 2016

ORLANDO, FL

SUMMIT WEALTH MANAGEMENT, INC

Aug 2010 – Oct 2012

ORLANDO, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · August 9, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUMMIT WEALTH PARTNERS, LLC

CRD 283648 · SEC 801-107751

AUM

$630M

Regulatory assets under management

Employees

2,167 client accounts

Services offered by SUMMIT WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SUMMIT WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Chad Aaron Warrick offer?

Chad Aaron Warrick specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ORLANDO, Florida for a consultation.

What are Chad Aaron Warrick's credentials?

Chad Aaron Warrick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Chad Aaron Warrick located?

Chad Aaron Warrick is based in ORLANDO, Florida, working with SUMMIT WEALTH PARTNERS, LLC. Their office serves clients in the ORLANDO metropolitan area and surrounding communities.

How does Chad Aaron Warrick charge for services?

Chad Aaron Warrick's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUMMIT WEALTH PARTNERS, LLC?

SUMMIT WEALTH PARTNERS, LLC has approximately 19 employees and manages $630M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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