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Ryan Michael Gavin

Summit Wealth Partners, LLC

Wesley Chapel, FL

Orlando, FL

CRD 6908369

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Employer firm

Summit Wealth Partners, LLC CRD 283648

$676M regulatory AUM 17 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Summit Wealth Partners, Llc

800 N. Orange Avenue Suite 302, Orlando, FL 32801 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-09-17
  • FL RA
    APPROVED
    Since 2021-09-17

Branch Locations

Wesley Chapel, FL • United States

800 N. Orange Avenue Suite 302, Orlando, FL 32801 • 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
Florida Gulf Coast University Estero FL 09/2014 12/2017
Naples Global Advisors Llc Naples FL 01/2018 08/2021
Lee Health Fort Myers FL 08/2010 10/2017
Summit Wealth Partners, Llc Orlando FL 08/2021 Present
  • 09/2014 → 12/2017
    Florida Gulf Coast University
    Estero, FL
  • 01/2018 → 08/2021
    Naples Global Advisors Llc
    Naples, FL
  • 08/2010 → 10/2017
    Lee Health
    Fort Myers, FL
  • 08/2021 → Present
    Summit Wealth Partners, Llc
    Orlando, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-02-26
  • S65 Uniform Investment Adviser Law Examination
    2018-02-26
Designations
  • Chartered Financial Analyst
Other Names
  • Ryan M Gavin

View on SEC IAPD

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