Unclaimed Profile

David Paul Cervone

SUMMIT WEALTH PARTNERS, LLC·ORLANDO, Florida

Series 1, Series 7, Series 24, Series 63, Series 65Clean record18 years registeredSUMMIT WEALTH PARTNERS, LLC

800 N. MAGNOLIA AVENUE, ORLANDO, FL 32803CRD# 702247Firm CRD# 283648

Profile Verification

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

Identity

David Paul Cervone · ORLANDO, FL

Registration

CRD #702247 · SUMMIT WEALTH PARTNERS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

ADVISER ALLIANCE, LLC

Feb 2017 – present

SUMMIT WEALTH PARTNERS, LLC

Jun 2016 – Nov 2018

BOARDMAN, OH

SMC ADVISORY NETWORK, LLC

Dec 2013 – Mar 2016

BOARDMAN, OH

CETERA ADVISORS LLC

May 2008 – May 2013

BOARDMAN, OH

Registrations & Exams

FINRA examinations passed

Series 1

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · May 29, 2008

Years registered · 18

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

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ORLANDO?

Browse all registered financial advisors in ORLANDO, Florida or claim this profile if it's yours.

Browse ORLANDO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Paul Cervone offer?

David Paul Cervone specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ORLANDO, Florida for a consultation.

What are David Paul Cervone's credentials?

David Paul Cervone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Paul Cervone located?

David Paul Cervone 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 David Paul Cervone charge for services?

David Paul Cervone'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →