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Matthew Allen Weed

Chief Compliance OfficerSummit Financial Advisors, Inc.CRD 5112691

About Matthew Allen Weed

Matthew Allen Weed is listed as Chief Compliance Officer at Summit Financial Advisors, Inc. in Middletown, OH. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Summit Financial Advisors, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Matthew Allen Weed work?

Matthew Allen Weed is listed as Chief Compliance Officer at Summit Financial Advisors, Inc. on SEC Form ADV.

How much of Summit Financial Advisors, Inc. does Matthew Allen Weed own?

Form ADV reports a beneficial ownership band of Under 5%.

Summit Financial Advisors, Inc.

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2021