Bryan Le Beau

Employer firm

Summit Financial, LLC CRD 299322

$22.5B regulatory AUM 59 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2020 → 07/2021
  Securian Financial Services Inc
  St Paul, MN
• 01/2020 → 07/2021
  Minnesota Life Insurance Co
  St Paul, MN
• 01/2020 → 07/2021
  Securian Advisors Of New England
  St Paul, MN
• 05/2013 → 01/2022
  Churchills Smoke Shop & Lounge
  East Providence, RI
• 05/2019 → 01/2020
  Colburn Financial
  Fayetteville, AR
• 08/2021 → 04/2023
  Equitable Advisor's Llc
  New York, NY
• 05/2023 → 07/2025
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 11/2023 → 07/2025
  The Patriot Financial Group, Llc
  West Warwick, RI
• 05/2023 → 07/2025
  Ivy Wealth Advisors
  West Warwick, RI
• 12/2019 → 04/2023
  Dipietro Real Estate
  Wyoming, RI
• 07/2025 → Present
  Summit Financial, Llc
  Parsippany, NJ

Previous Registrations

• 2023-12-15 → 2025-07-03
  The Patriot Financial Group, Llc
  West Warwick, RI
  Walpole, MA

Other Businesses

1) RICHMOND ECONOMIC DEVELOPMENT COMMISSION, NOT INVESTMENT RELATED, 5 RICHMOND TOWNHOUSE ROAD, RICHMOND, RI, CHAIRMAN, VOLUNTEER POSITION, DEVELOPS, IMPLEMENTS STRATEGIES THAT ADDRESS ISSUES RELATED TO ECONOMIC DEVELOPMENT, WORK WITH PLANNING, ZONING TOWN COUNCIL, 5H/WEEK, SINCE 02/2020 2) WE BE JAMMIN (JASON WOOD), NOT INVESTMENT RELATED, WARWICK, WI, HELPER, JAM COMPANY OFFERING JAMS, DRESSING SALSA, CONDIMENTS, 6H/WEEK, SINCE 01/2023. 3) Offers Insurance As A Broker Or Agent Through Numerous Insurance Companies. Some Sales Are Through SRM, An Affiliated Company Which Is Licensed To Sell Various Insurance products. Mr. LeBeau Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products. 4) NAME OF OTHER BUSINESS: COMBINED INSURANCE BY CHUBB , INVESTMENT RELATED: YES, ADDRESS: 175 CAPITAL BLVD, UNIT 412, ROCKY HILLS, CT 06033, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 11/2024, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT, APX NUMBER OF HOURS PER WEEK:5, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: DBA FOR A VARIETY OF HEALTH INSURANCE AND GAP COVERAGE. 5) NAME OF OTHER BUSINESS: RI BREWERS GUILD, INVESTMENT RELATED: NO, ADDRESS: P.O. BOX 6215, WARWICK, RI 02887, NATURE OF BUSINESS: BREWERY, START DATE: 11/2024, POSITION/TITLE/RELATIONSHIP: ASSOCIATE MEMBER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: PROVIDE EDUCATION AND SUPPORT REGARDING RETIREMENT PLANS:

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-02
• S65 Uniform Investment Adviser Law Examination
  2023-10-02
• S66 Uniform Combined State Law Examination
  2023-08-21
• S63 Uniform Securities Agent State Law Examination
  2021-11-19

Other Names

• Bryan Lebeau