Unclaimed Profile

Erik Matthew Potts

SUMMIT WEALTH GROUP LLC·WHITE RIVER JUNCTION, Vermont

SIE, Series 6, Series 7, Series 63, Series 66, Series 99TOCFPClean record18 years registeredSUMMIT WEALTH GROUP LLC

205 BILLINGS FARM ROAD, WHITE RIVER JUNCTION, VT 05001CRD# 4635699Firm CRD# 282205

Profile Verification

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

Identity

Erik Matthew Potts · WHITE RIVER JUNCTION, VT

Registration

CRD #4635699 · SUMMIT WEALTH GROUP LLC · 18 years registered

Brand Profile

Not yet started

Career History

SUMMIT WEALTH GROUP LLC

Jan 2021 – present

PANORAMA WEALTH STRATEGIES, LLC

Jan 2017 – Dec 2020

EXETER, NH

PANORAMA WEALTH STRATEGIES, LLC

Sep 2014 – Dec 2016

EXETER, NH

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Aug 2014 – Jan 2020

EXETER, NH

BAYSTATE WEALTH MANAGEMENT

Sep 2010 – Aug 2014

OVERLAND PARK,, KS

NEW ENGLAND SECURITIES CORPORATION

Feb 2008 – Sep 2014

EXETER, NH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Series 99TO

Registration record

First registered · February 19, 2008

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUMMIT WEALTH GROUP LLC

CRD 282205 · SEC 801-107026

AUM

$516M

Regulatory assets under management

Employees

1,137 client accounts

Services offered by SUMMIT WEALTH GROUP 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 WEALTH GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Erik Matthew Potts offer?

Erik Matthew Potts specializes in Financial Planning, Investment Management. Contact their office in WHITE RIVER JUNCTION, Vermont for a consultation.

What are Erik Matthew Potts's credentials?

Erik Matthew Potts holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Erik Matthew Potts located?

Erik Matthew Potts is based in WHITE RIVER JUNCTION, Vermont, working with SUMMIT WEALTH GROUP LLC. Their office serves clients in the WHITE RIVER JUNCTION metropolitan area and surrounding communities.

How does Erik Matthew Potts charge for services?

Erik Matthew Potts'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 GROUP LLC?

SUMMIT WEALTH GROUP LLC has approximately 10 employees and manages $516M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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