Unclaimed Profile

Thomas Colt Hartman

SUMMIT WEALTH GROUP LLC·WHITE RIVER JUNCTION, Vermont

SIE, Series 7, Series 24, Series 63, Series 65CFPClean record28 years registeredSUMMIT WEALTH GROUP LLC

205 BILLINGS FARM ROAD, WHITE RIVER JUNCTION, VT 05001CRD# 4099207Firm CRD# 282205

Profile Verification

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

Identity

Thomas Colt Hartman · WHITE RIVER JUNCTION, VT

Registration

CRD #4099207 · SUMMIT WEALTH GROUP LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SUMMIT WEALTH GROUP LLC

SUMMIT WEALTH GROUP LLC

Feb 2016 – Mar 2026

EXETER, NH

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Mar 2005 – Jan 2016

WILDER, VT

CAMBRIDGE INVESTMENT RESERARCH, INC.

Nov 2003 – Mar 2005

WHITE RIVER JUNCTION, VT

VERAVEST INVESTMENT ADVISORS, INC.

Feb 1998 – Dec 2003

HANOVER, NH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 10, 1998

Years registered · 28

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 Thomas Colt Hartman offer?

Thomas Colt Hartman specializes in Financial Planning, Investment Management.

What are Thomas Colt Hartman's credentials?

Thomas Colt Hartman holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Thomas Colt Hartman located?

Thomas Colt Hartman is based in WHITE RIVER JUNCTION, Vermont, last registered with SUMMIT WEALTH GROUP LLC.

How does Thomas Colt Hartman charge for services?

Thomas Colt Hartman'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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