AS

Andrew Devon Stein

3 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
205 advisors
Number of Clients
9,865 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$15.0B

Fee Structure

This brochure describes wrap fee programs offered by Summit. The amount a financial advisor is compensated may vary and may be more than what the financial advisor would receive if paid separately for investment advice and such other services. Financial advisors have a financial incentive to recommend a Program over other investment advisory services provided by Summit. Clients should speak with their Financial Advisor regarding this conflict.

Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

484 Harleysville Pike, Harleysville, PA, 19438

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Summit Financial, LLC
July 2024 - Present · 1 yr 6 mos
Previous Registrations
Canon Capital Investment Advisory
February 2024 - August 2024 · 6 mos
LPL Financial LLC Broker
September 2021 - November 2023 · 2 yrs 2 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Andrew Devon Stein - Financial Advisor | AdvisorDiscover