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SK

Scott Kremer

SUMMIT WEALTH PARTNERS
NAPLES, FL 34108
Some features on this profile are disabled
CRD#: 2081834
SK

Professional summary

Scott Kremer, who also goes by Scott Douglas Kremer, is a registered financial advisor currently at SUMMIT WEALTH PARTNERS, LLC located in Naples, Florida.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Scott has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Scott Douglas Kremer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Kremer's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 12, 2026 - Present

SUMMIT WEALTH PARTNERS, LLC

Office #1: 999 Vanderbilt Beach Road Suite 607, Naples, FL 34108
RIA
CRD#: 283648
NAPLES, FL
Past

February 28, 2023 - January 2, 2026

FIFTH THIRD WEALTH ADVISORS LLC

RIA
CRD#: 313015
Naples, FL
Past

June 10, 2011 - December 11, 2015

KEY INVESTMENT SERVICES LLC

BD
CRD#: 136300
CLEVELAND, OH
Past

June 28, 2010 - February 9, 2011

LANCASTER POLLARD INVESTMENT ADVISORY GROUP

RIA
CRD#: 112008
COLUMBUS, OH
Past

June 28, 2010 - February 9, 2011

LANCASTER POLLARD & CO., LLC

BD
CRD#: 24110
COLUMBUS, OH
Past

June 11, 2007 - June 23, 2010

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
CLEVELAND, OH
Past

March 16, 2006 - June 15, 2007

MEADOWBROOK SECURITIES LLC

BD
CRD#: 10578
CHAGRIN FALLS, OH
Past

August 31, 1999 - July 8, 2005

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
CLEVELAND, OH
Past

January 2, 1997 - November 12, 1997

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH
Past

August 23, 1991 - June 13, 1996

ROYAL MACCABEES SECURITIES COMPANY

BD
CRD#: 6704
SOUTHFIELD, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SUMMIT WEALTH PARTNERS, LLC
SUMMIT WEALTH PARTNERS, LLC

CRD#: 283648 / SEC#: 801-107751

RIA
Registered Investment Advisory firm - (5/12/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(1/12/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/21/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/27/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/11/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/21/1991
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/20/1993
General Securities Principal Examination

Current Firm

SW
SUMMIT WEALTH PARTNERS, LLC
SUMMIT WEALTH PARTNERS, LLC

CRD#: 283648 / SEC#: 801-107751

RIA
Registered Investment Advisory firm - (5/12/2016 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
800 N. Orange Avenue Suite 302, Orlando, FL 32801
Mailing Address
Phone number
(407) 656-2252
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (20 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (3/28/2025)
WRAP FEE PROGRAM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts1,966
AUM (Assets Under Management)$ 629,747,362

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SUMMIT WEALTH PARTNERS, LLC

CRD#: 283648Naples, FL 34108

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