MW
Matthew Weed
from Summit Financial Advisors, Inc.
Matthew Weed is a financial advisor based in Ohio, Middletown,
with 18 years of experience. Matthew currently works for
Summit Financial Advisors, Inc..
Matthew maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Matthew Weed works at Summit Financial Advisors, Inc.
Summit Financial Advisors, Inc. is a financial advisory firm based in Middletown, Ohio. It currently has approximately $169,606,375 of assets under management and employs about 4 people. Summit Financial Advisors, Inc. uses a fee structure of a percentage of assets under your management, fixed fees and commissions.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
10 years
Fee structure
A percentage of assets under your management, fixed fees and commissions
Office location
300 N. Main Street, Suite 500, Middletown, Ohio, 45042
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