Abigail Hurlburt

SUMMIT WEALTH GROUP LLC

EXETER, NH 03833

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CRD#: 4011742

Professional summary

Abigail Hurlburt, CFP®, who also goes by Abigail Lechthaler Hurlburt, Abby L Hurlburt, Abigail M Lechthaler, is a registered financial advisor currently at SUMMIT WEALTH GROUP LLC located in Exeter, New Hampshire.

Abigail is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Abigail has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Abigail Lechthaler Hurlburt | Abby L Hurlburt | Abigail M Lechthaler

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.

1)Summit Wealth Group, LLC, Investment related, White River Junction, VT, Registered Investment Advisor, Partner, 2016, 40 hrs/month, 40 hrs during trading hrs 2)Commonwealth Planning Group, not investment related, Boston, MA, Group Benefits Planning, Outsources group benefits to commonwealth planning, 2012-present, 1 hour/year 3) COMMONWEALTH ADVANTAGE. Group benefits, Boston, MA, 01/2007, 0 hrs/month, 0 during trading hrs, refers clients who need group benefits to them. 4)Weston playhouse theatre group, not investment related, Main ST, Weston, VT, theater production, BOARD MEMBER, SINCE 10/2015, 5 HOURS PER MONTH, NONE DURING TRADING. Reviews and assists in business decisions as it relates to the theater company. 5) upper valley hostel, not investment related, 17 E south st, hanover, NH, housing for families & patients of DMHC, Board Member, 11/2015, 1 hr/month, 0 during trading hrs, reviews & assists in management decisions related to the business. 6) Purshe Kaplan Sterling Financial, not investment related, 18 Corporate Woods Blvd, Albany, NY 12211, insurance, insurance agent, 01/2016, 15/hrs a month, 0 during trading hrs, reviews & manages insurance related business for clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Abigail Hurlburt'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: 2013

Experience

Current

February 10, 2016 - Present

SUMMIT WEALTH GROUP LLC

Office #1: 20b Hampton Road, Exeter, NH 03833

RIA

CRD#: 282205

EXETER, NH

Past

January 19, 2016 - October 31, 2016

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

White River Junction, VT

Past

September 30, 2013 - January 27, 2016

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

WHITE RIVER JUNCTION, VT

Past

September 24, 2013 - January 27, 2016

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

WHITE RIVER JUNCTION, VT

Past

January 24, 2011 - October 1, 2013

MARINER

RIA

CRD#: 151664

OVERLAND PARK,, KS

Past

August 2, 2010 - October 3, 2013

NEW ENGLAND SECURITIES

RIA

CRD#: 615

WOODSTOCK, VT

Past

May 28, 2003 - October 3, 2013

NEW ENGLAND SECURITIES

CRD#: 615

WOODSTOCK, VT

Past

September 14, 2001 - July 17, 2003

VERAVEST INVESTMENT ADVISORS, INC.

RIA

CRD#: 105796

CHARLESTOWN, MA

Past

October 25, 1999 - July 2, 2003

VERAVEST INVESTMENTS, INC.

CRD#: 3960

WORCESTER, MA

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 GROUP LLC

CRD#: 282205 / SEC#: 801-107026

RIA

Registered Investment Advisory firm - (12/23/2015 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

Vermont
(2/10/2016)

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: 5/3/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/6/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/31/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/22/1999

General Securities Representative Examination

Current Firm

SUMMIT WEALTH GROUP LLC

CRD#: 282205 / SEC#: 801-107026

RIA

Registered Investment Advisory firm - (12/23/2015 Approved)

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Contact information

Main Address

20b Hampton Road, Exeter, NH 03833

Mailing Address

Phone number

(802) 295-5300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (2/3/2025)

Regulatory assets under management

Total Number of Accounts	1,401
AUM (Assets Under Management)	$ 656,268,782

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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Abigail Hurlburt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Abigail Hurlburt's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

MARINER

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

VERAVEST INVESTMENT ADVISORS, INC.

VERAVEST INVESTMENTS, INC.

Primary Firm SEC Registration

SUMMIT WEALTH GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/3/2001

Series 63

Date: 12/6/1999

SIE

Date: 10/31/2016

Series 7

Date: 10/22/1999

Current Firm

SUMMIT WEALTH GROUP LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SUMMIT WEALTH GROUP LLC

TRUST BUT VERIFY

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