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David Le Fadel

SUMMIT FINANCIAL STRATEGIES, INC·AMHERST, New York
Clean recordSUMMIT FINANCIAL STRATEGIES, INC
100 CORPORATE PARKWAY, AMHERST, NY 14226-1200CRD# 1253770Firm CRD# 107818

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Le Fadel · AMHERST, NY
Registration
CRD #1253770 · SUMMIT FINANCIAL STRATEGIES, INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Le Fadel is a registered financial advisor based in AMHERST, New York, affiliated with SUMMIT FINANCIAL STRATEGIES, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SUMMIT FINANCIAL STRATEGIES, INC
SUMMIT FINANCIAL STRATEGIES, INC
AUM
$60M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SUMMIT FINANCIAL STRATEGIES, INC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SELECTION OF OTHER ADVISORS
Regulatory
SEC/IARD CRD# 1253770
Firm CRD# 107818
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Le Fadel offer?
David Le Fadel specializes in Financial Planning, Investment Management. Contact their office in AMHERST, New York for a consultation.
What are David Le Fadel's credentials?
David Le Fadel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Le Fadel located?
David Le Fadel is based in AMHERST, New York, working with SUMMIT FINANCIAL STRATEGIES, INC. Their office serves clients in the AMHERST metropolitan area and surrounding communities.
How does David Le Fadel charge for services?
David Le Fadel's firm is compensated through percentage of aum, hourly charges, subscription fees, other: selection of other advisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMIT FINANCIAL STRATEGIES, INC?
SUMMIT FINANCIAL STRATEGIES, INC has approximately 3 employees and manages $60M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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