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Matthew Allen Weed

SUMMIT FINANCIAL ADVISORS, INC.·MIDDLETOWN, Ohio
SIE, Series 7, Series 66CFPCFAClean record19 years registeredSUMMIT FINANCIAL ADVISORS, INC.
300 N. MAIN STREET, MIDDLETOWN, OH 45042CRD# 5112691Firm CRD# 145007

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Allen Weed · MIDDLETOWN, OH
Registration
CRD #5112691 · SUMMIT FINANCIAL ADVISORS, INC. · 19 years registered
Brand Profile
Not yet started
01

Career History

SUMMIT FINANCIAL ADVISORS, INC.
Aug 2015 – present
SIGNATURE INVESTMENT ADVISORS, LLC
May 2012 – Jun 2015
LOS ANGELES, CA
SEIA
Sep 2007 – Jun 2015
LOS ANGELES, CA
BANC OF AMERICA INVESTMENT SERVICES, INC.
Jan 2007 – Jul 2007
LOS ANGELES, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · January 26, 2007
Years registered · 19
Professional designations · CFP, CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SUMMIT FINANCIAL ADVISORS, INC.
CRD 145007 · SEC 801-96206
AUM
$189M
Regulatory assets under management
Employees
4
382 client accounts
Services offered by SUMMIT FINANCIAL ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SUMMIT FINANCIAL ADVISORS, INC. →
Introduction

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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 holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.
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 at SUMMIT FINANCIAL ADVISORS, INC.

Roger Lowell Miller
MIDDLETOWN, OH
Ellen Marie Weed
MIDDLETOWN, OH
Peter Benjamin Miller
MIDDLETOWN, OH

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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