Unclaimed Profile

Sean Patrick Mcdermott

SUMMIT INVESTMENT ADVISORY SERVICES, LLC·ROSEVILLE, Minnesota

SIE, Series 7, Series 24, Series 51, Series 63CFP16 years registeredSUMMIT INVESTMENT ADVISORY SERVICES, LLC

3065 CENTER POINTE DRIVE, ROSEVILLE, MN 55113CRD# 1980559Firm CRD# 168594

Profile Verification

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

Identity

Sean Patrick Mcdermott · ROSEVILLE, MN

Registration

CRD #1980559 · SUMMIT INVESTMENT ADVISORY SERVICES, LLC · 16 years registered

Brand Profile

Not yet started

Career History

SUMMIT INVESTMENT ADVISORY SERVICES

Feb 2014 – present

LPL FINANCIAL LLC

Apr 2010 – Oct 2015

ST LOUIS PARK, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 63

Registration record

First registered · April 22, 2010

Years registered · 16

Professional designation · CFP

Disclosure History

2009Customer Dispute·Settled

2003Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SUMMIT INVESTMENT ADVISORY SERVICES, LLC

CRD 168594 · SEC 801-110650

AUM

$562M

Regulatory assets under management

Employees

2,243 client accounts

Services offered by SUMMIT INVESTMENT ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SUMMIT INVESTMENT ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Sean Patrick Mcdermott offer?

Sean Patrick Mcdermott specializes in Financial Planning, Investment Management. Contact their office in ROSEVILLE, Minnesota for a consultation.

What are Sean Patrick Mcdermott's credentials?

Sean Patrick Mcdermott holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Sean Patrick Mcdermott located?

Sean Patrick Mcdermott is based in ROSEVILLE, Minnesota, working with SUMMIT INVESTMENT ADVISORY SERVICES, LLC. Their office serves clients in the ROSEVILLE metropolitan area and surrounding communities.

How does Sean Patrick Mcdermott charge for services?

Sean Patrick Mcdermott'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 INVESTMENT ADVISORY SERVICES, LLC?

SUMMIT INVESTMENT ADVISORY SERVICES, LLC has approximately 12 employees and manages $562M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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