Matthew Allen Weed

Employer firm

Summit Financial Advisors, Inc. CRD 145007

$233M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 05/2015 → Present
  Summit Financial Advisors, Inc.
  Middletown, OH

Previous Registrations

• 2007-09-18 → 2015-06-01
  Seia
  Los Angeles, CA
• 2012-05-11 → 2015-06-01
  Signature Investment Advisors, Llc
  Los Angeles, CA
• 2007-01-26 → 2007-07-27
  Banc Of America Investment Services, Inc.
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2006-07-07

Designations

• Certified Financial Planner
• Chartered Financial Analyst