Andrew David Shapowal

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

• 01/2016 → 09/2016
  Unemployed
  Doylestown, PA
• 10/2016 → 01/2021
  Pritchard, Bieler, Gruver & Willison, P.C.
  Colmar, PA
• 01/2021 → 12/2022
  Canon Capital Cpa
  Harleysville, PA
• 01/2023 → 08/2024
  Canon Capital Investment Advisory
  Harleysville, PA
• 07/2024 → Present
  Summit Financial, Llc
  Parsippany, NJ

Previous Registrations

• 2023-02-14 → 2024-08-06
  Canon Capital Investment Advisory
  Harleysville, PA

Designations

• Personal Financial Specialist