Bradley D. Towle

SUMMIT WEALTH PARTNERS

Naples, FL 34108

Some features on this profile are disabled

CRD#: 2251976

Professional summary

Bradley David Towle is a registered financial advisor currently at SUMMIT WEALTH PARTNERS, LLC located in Naples, Florida.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Bradley has worked at 9 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Bradley David Towle'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

June 24, 2016 - Present

SUMMIT WEALTH PARTNERS, LLC

Office #1: 999 Vanderbilt Beach Road Suite 200, Naples, FL 34108

RIA

CRD#: 283648

Naples, FL

Past

January 10, 2013 - August 19, 2016

SUMMIT WEALTH PARTNERS, LLC

RIA

CRD#: 134620

ORLANDO, FL

Past

May 10, 2012 - October 1, 2012

LANDMARK INVESTMENT GROUP, INC

CRD#: 44602

SECAUCUS, NJ

Past

September 21, 2011 - February 29, 2012

GENESIS WEALTH ADVISORS, LLC

RIA

CRD#: 158388

NAPLES, FL

Past

October 27, 2009 - February 29, 2012

GENESIS CAPITAL ADVISORS, INC.

RIA

CRD#: 128270

NAPLES, FL

Past

August 28, 2009 - February 15, 2012

CLARY INVESTMENT AND INSURANCE PLANNING CORP.

CRD#: 38654

SO. EASTON, MA

Past

May 26, 2009 - August 13, 2009

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

NAPLES, FL

Past

May 13, 2009 - August 13, 2009

J.P. MORGAN SECURITIES LLC

CRD#: 79

NAPLES, FL

Past

September 27, 2006 - July 25, 2008

J.P. MORGAN SECURITIES INC.

RIA

CRD#: 18718

NAPLES, FL

Past

September 11, 2006 - September 27, 2006

BANC ONE SECURITIES CORPORATION

RIA

CRD#: 16999

NAPLES, FL

Past

July 12, 2006 - July 25, 2008

J.P. MORGAN SECURITIES INC.

CRD#: 18718

NAPLES, FL

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".

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

Colorado
(6/27/2024)

IAR

Florida
(6/24/2016)

IAR

Georgia
(9/5/2024)

IAR

Michigan
(7/1/2024)

IAR

Missouri
(6/27/2024)

IAR

Ohio
(6/27/2024)

IAR

Texas
(6/27/2024)

IAR

Virginia
(6/27/2024)

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: 8/7/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/6/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/11/2006

General Securities Representative Examination

Current Firm

SUMMIT WEALTH PARTNERS, LLC

CRD#: 283648 / SEC#: 801-107751

RIA

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

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See 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

SEC notice filing (20 States and Territories)

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 Accounts	1,966
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.

Similar Advisors

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

Estero, FL

Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

IAR

Naples, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Bradley D. Towle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley David Towle's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUMMIT WEALTH PARTNERS, LLC

LANDMARK INVESTMENT GROUP, INC

GENESIS WEALTH ADVISORS, LLC

GENESIS CAPITAL ADVISORS, INC.

CLARY INVESTMENT AND INSURANCE PLANNING CORP.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES INC.

BANC ONE SECURITIES CORPORATION

J.P. MORGAN SECURITIES INC.

Primary Firm SEC Registration

SUMMIT WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/7/2013

Series 66

Date: 9/6/2006

Series 7

Date: 7/11/2006

Current Firm

SUMMIT WEALTH PARTNERS, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SUMMIT WEALTH PARTNERS, LLC

TRUST BUT VERIFY

Similar Advisors