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Michael Abraham Randall

Oak Summit Wealth Management, Inc.

San Diego, CA

CRD 6889609

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Employer firm

Oak Summit Wealth Management, Inc. CRD 334753

$82.0M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Oak Summit Wealth Management, Inc.

San Diego, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-19
  • CA RA
    APPROVED
    Since 2025-03-19

Branch Locations

San Diego, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Empirical Wealth Management Portland OR 06/2017 07/2018
Fisher Investments Camas WA 06/2015 05/2017
Empirical Wealth Management Portland OR 07/2018 04/2022
Oak Summit Wealth Management Fka Myers Financial Group, Inc. San Diego CA 04/2022 Present
Oak Summit Wealth Management, Inc. San Diego CA 01/2025 Present
Previous Registrations
  • 2022-05-11 → 2025-04-20
    Oak Summit Wealth Management, Inc.
    San Diego, CA
  • 2017-12-16 → 2022-05-10
    Empirical Wealth Management
    Portland, OR
    Portland, OR
    Seattle, WA
    Irvine, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-16
  • S65 Uniform Investment Adviser Law Examination
    2017-12-16
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

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