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AA

Allen L. Abbott

SUMMIT FAMILY OFFICE SERVICES
Bellevue, WA
Some features on this profile are disabled
CRD#: 2538997
AA

Professional summary

Allen Leo Abbott JR is a registered financial advisor currently at SUMMIT FAMILY OFFICE SERVICES, LLC located in Bellevue, Washington.

Allen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Allen has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 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 Allen Leo Abbott JR's 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

December 15, 2025 - Present

SUMMIT FAMILY OFFICE SERVICES, LLC

RIA
CRD#: 171313
Bellevue, WA
Past

September 4, 2024 - December 31, 2025

FACTS WEALTH & FIDUCIARY ADVISORS

RIA
CRD#: 330739
BOTHELL, WA
Past

November 16, 2022 - December 7, 2023

ROBINSWOOD FINANCIAL

RIA
CRD#: 143417
KIRKLAND, WA
Past

November 19, 2020 - November 14, 2022

OSAIC WEALTH, INC.

RIA
CRD#: 23131
BELLEVUE, WA
Past

November 19, 2020 - November 14, 2022

OSAIC WEALTH, INC.

BD
CRD#: 23131
BELLEVUE, WA
Past

September 27, 2019 - November 19, 2020

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
BELLEVUE, WA
Past

May 14, 2019 - November 19, 2020

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
BELLEVUE, WA
Past

November 27, 2018 - May 29, 2019

LPL FINANCIAL LLC

RIA
CRD#: 6413
KIRKLAND, WA
Past

November 27, 2018 - May 29, 2019

LPL FINANCIAL LLC

BD
CRD#: 6413
KIRKLAND, WA
Past

November 30, 1994 - December 31, 1995

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

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
Washington
(12/15/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/22/2018
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/2/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/28/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/27/2018
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/29/1994
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SF
SUMMIT FAMILY OFFICE SERVICES, LLC
SUMMIT FAMILY OFFICE SERVICES | YOUNG, DAVID | SUMMIT FAMILY OFFICES | SUMMIT FAMILY OFFICE SERVICES, LLC

CRD#: 171313 / SEC#:

Washington
Registered Investment Advisory firm - (10/13/2014 Approved)
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Contact information

Main Address
Bellevue, WA
Mailing Address
Phone number
(425) 922-8692
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts15
AUM (Assets Under Management)$ 6,500,000

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 FAMILY OFFICE SERVICES, LLC

CRD#: 171313Bellevue, WA

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