AS
PFS

Andrew David Shapowal

2 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
Loading...

Advisor Information

Office location

484 Harleysville Pike, Harleysville, PA, 19438

Get directions
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.

Learn about disclosures →
Employment History
Current Registrations
Summit Financial, LLC
July 2024 - Present · 1 yr 6 mos
Previous Registrations
Canon Capital Investment Advisory
February 2023 - August 2024 · 1 yr 6 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Andrew David Shapowal - Financial Advisor | AdvisorDiscover