Chad D. Leatherwood

SUMMIT WEALTH PARTNERS

FORT MYERS, FL 33907

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CRD#: 3065436

Professional summary

Chad Daniel Leatherwood, CFP® is a registered financial advisor currently at SUMMIT WEALTH PARTNERS, LLC located in Fort Myers, Florida.

Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Chad has worked at 10 firms and has passed the 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.

SIGNATURE FINANCIAL STRATEGIES, LLC; FORT MYERS, FL, MANAGING MEMBER, 02/2014-PRESENT, SALES OF FIXED INSURANCE AND ANNUITY PRODUCTS FROM VARIOUS COMPANIES (INVESTMENT RELATED), BUSINESS SEMINARS, CONSULTING & COACHING (NON-INVESTMENT RELATED), APPROXIMATELY 60 HRS/MONTH DURING SECURITIES TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Daniel Leatherwood'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®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

June 30, 2016 - Present

SUMMIT WEALTH PARTNERS, LLC

Office #1: 15050 Elderberry Lane Suite 6-1, Fort Myers, FL 33907

RIA

CRD#: 283648

FORT MYERS, FL

Past

January 6, 2016 - August 19, 2016

SUMMIT WEALTH PARTNERS, LLC

RIA

CRD#: 134620

Fort Myers, FL

Past

January 16, 2015 - March 29, 2016

SMC ADVISORY NETWORK, LLC

RIA

CRD#: 165389

Fort Myers, FL

Past

February 5, 2013 - January 30, 2015

FINLEY WEALTH ADVISORS

RIA

CRD#: 142776

ESTERO, FL

Past

August 16, 2010 - December 11, 2012

AVANTI WEALTH MANAGEMENT

RIA

CRD#: 137322

LONGWOOD, FL

Past

September 8, 2005 - December 5, 2012

G. A. REPPLE & COMPANY

RIA

CRD#: 17486

FORT MYERS, FL

Past

September 6, 2005 - December 5, 2012

G. A. REPPLE & COMPANY

CRD#: 17486

LONGWOOD, FL

Past

April 13, 2004 - August 12, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

FORT MYERS, FL

Past

April 5, 2004 - August 12, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

June 19, 2003 - February 26, 2004

G. A. REPPLE & COMPANY

RIA

CRD#: 17486

BONITA SPRINGS, FL

Past

June 11, 2003 - February 26, 2004

G. A. REPPLE & COMPANY

CRD#: 17486

CASSELBERRY, FL

Past

November 5, 1999 - June 2, 2003

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

FORT MYERS, FL

Past

November 5, 1999 - June 2, 2003

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

July 27, 1998 - November 4, 1999

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 27, 1998 - November 4, 1999

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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

California
(6/30/2016)

IAR

Colorado
(6/17/2020)

IAR

Florida
(7/8/2016)

IAR

Georgia
(3/11/2024)

IAR

Illinois
(6/26/2020)

IAR

Michigan
(7/1/2016)

IAR

New Jersey
(6/17/2020)

IAR

Ohio
(6/23/2020)

IAR

Pennsylvania
(6/18/2020)

IAR

Texas
(6/16/2020)

IAR

Virginia
(6/23/2020)

IAR

Wisconsin
(3/14/2024)

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 66

Date: 3/3/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/21/1998

General Securities Representative Examination

Current Firm

SUMMIT WEALTH PARTNERS, LLC

CRD#: 283648 / SEC#: 801-107751

RIA

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

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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.

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Advisor Monitoring

Firm Stability Insights

Chad D. Leatherwood

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Daniel Leatherwood's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUMMIT WEALTH PARTNERS, LLC

SMC ADVISORY NETWORK, LLC

FINLEY WEALTH ADVISORS

AVANTI WEALTH MANAGEMENT

G. A. REPPLE & COMPANY

G. A. REPPLE & COMPANY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

G. A. REPPLE & COMPANY

G. A. REPPLE & COMPANY

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

SUMMIT WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/3/2000

Series 7

Date: 7/21/1998

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

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