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Matthew Allen Weed

SUMMIT FINANCIAL ADVISORS, INC.·MIDDLETOWN, Ohio
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300 N. MAIN STREET, MIDDLETOWN, OH 45042CRD# 5112691Firm CRD# 145007
01

About

Matthew Allen Weed is a registered financial advisor based in MIDDLETOWN, Ohio, affiliated with SUMMIT FINANCIAL ADVISORS, 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
03

Firm Overview

Firm
SUMMIT FINANCIAL ADVISORS, INC.
SUMMIT FINANCIAL ADVISORS, INC.
AUM
$189M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SUMMIT FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 5112691
Firm CRD# 145007
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Allen Weed offer?
Matthew Allen Weed specializes in Financial Planning, Investment Management. Contact their office in MIDDLETOWN, Ohio for a consultation.
What are Matthew Allen Weed's credentials?
Matthew Allen Weed is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Allen Weed located?
Matthew Allen Weed is based in MIDDLETOWN, Ohio, working with SUMMIT FINANCIAL ADVISORS, INC.. Their office serves clients in the MIDDLETOWN metropolitan area and surrounding communities.
How does Matthew Allen Weed charge for services?
Matthew Allen Weed's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMIT FINANCIAL ADVISORS, INC.?
SUMMIT FINANCIAL ADVISORS, INC. has approximately 4 employees and manages $189M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MIDDLETOWN
Roger Lowell Miller — SUMMIT FINANCIAL ADVISORS, INC.Peter Benjamin Miller — SUMMIT FINANCIAL ADVISORS, INC.Ellen Marie Weed — SUMMIT FINANCIAL ADVISORS, INC.
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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