Martin D. Summitt

BELLWETHER INVESTMENT GROUP

CHATTANOOGA, TN 37450

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CRD#: 2168840

Professional summary

Martin Dyer Summitt, who also goes by Martian Dyer Summitt, is a registered financial advisor currently at BELLWETHER INVESTMENT GROUP, LLC located in Chattanooga, Tennessee.

Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Martin has worked at 5 firms and has passed the Series 65, Series 63, Series 3, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Martian Dyer Summitt

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 Martin Dyer Summitt'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

November 20, 2008 - Present

BELLWETHER INVESTMENT GROUP, LLC

Office #1: 633 Chestnut Street Suite 1010, Chattanooga, TN 37450

RIA

CRD#: 148114

CHATTANOOGA, TN

Past

March 18, 2004 - October 14, 2008

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

CHATTANOOGA, TN

Past

September 16, 2002 - October 14, 2008

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

CHATTANOOGA, TN

Past

January 26, 1999 - September 16, 2002

FIRST HORIZON ADVISORS, INC.

CRD#: 17117

MEMPHIS, TN

Past

May 28, 1996 - July 15, 1998

AMSOUTH INVESTMENT SERVICES, INC.

CRD#: 15692

BIRMINGHAM, AL

Past

September 19, 1991 - June 4, 1996

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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".

BELLWETHER INVESTMENT GROUP, LLC

BELLWETHER INVESTMENT GROUP, LLC | WELLSPRING ADVISORS, LLC | WEALTH FOUNDATION SOLUTIONS, LLC | FOCUS POINTE FINANCIAL

CRD#: 148114 / SEC#: 801-69529

RIA

Registered Investment Advisory firm - (8/21/2008 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

Tennessee
(11/20/2008)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/6/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/23/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 1/21/1994

National Commodity Futures Examination

General Industry/Product Exam

Series 31

Date: 7/16/1993

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/18/1991

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/19/1999

General Securities Principal Examination

Current Firm

BELLWETHER INVESTMENT GROUP, LLC

BELLWETHER INVESTMENT GROUP, LLC | WELLSPRING ADVISORS, LLC | WEALTH FOUNDATION SOLUTIONS, LLC | FOCUS POINTE FINANCIAL

CRD#: 148114 / SEC#: 801-69529

RIA

Registered Investment Advisory firm - (8/21/2008 Approved)

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Contact information

Main Address

5502 Hixson Pike Suite G, Hixson, TN 37343

Mailing Address

Phone number

(423) 698-6256

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

03 27 2019 ADV (2/12/2025)

Regulatory assets under management

Total Number of Accounts	304
AUM (Assets Under Management)	$ 137,134,578

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.

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Advisor Monitoring

Firm Stability Insights

Martin D. Summitt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin Dyer Summitt's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

FIRST HORIZON ADVISORS, INC.

AMSOUTH INVESTMENT SERVICES, INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

BELLWETHER INVESTMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/6/1993

Series 63

Date: 10/23/1991

Series 3

Date: 1/21/1994

Series 31

Date: 7/16/1993

Series 7

Date: 9/18/1991

Series 24

Date: 10/19/1999

Current Firm

BELLWETHER INVESTMENT GROUP, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BELLWETHER INVESTMENT GROUP, LLC

TRUST BUT VERIFY

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