Chad A. Warrick

SUMMIT WEALTH PARTNERS

Orlando, FL 32801

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CRD#: 4013851

Professional summary

Chad Aaron Warrick is a registered financial advisor currently at SUMMIT WEALTH PARTNERS, LLC located in Orlando, Florida.

Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Chad has worked at 4 firms and has passed the Series 65, Series 63 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 Chad Aaron Warrick'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

July 2, 2016 - Present

SUMMIT WEALTH PARTNERS, LLC

Office #1: 800 N. Orange Avenue Suite 302, Orlando, FL 32801

RIA

CRD#: 283648

Orlando, FL

Past

July 29, 2011 - August 19, 2016

SUMMIT WEALTH PARTNERS, LLC

RIA

CRD#: 134620

ORLANDO, FL

Past

August 9, 2010 - October 5, 2012

SUMMIT WEALTH MANAGEMENT, INC

RIA

CRD#: 105714

ORLANDO, FL

Past

February 1, 2000 - July 27, 2004

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

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
(3/28/2024)

IAR

Colorado
(3/28/2024)

IAR

Florida
(7/7/2016)

IAR

Georgia
(8/16/2016)

IAR

Louisiana
(4/12/2024)

IAR

Michigan
(3/29/2024)

IAR

New Jersey
(4/9/2024)

IAR

North Carolina
(3/28/2024)

IAR

Ohio
(3/27/2024)

IAR

Pennsylvania
(3/28/2024)

IAR

South Carolina
(7/2/2016)

IAR

Texas
(3/27/2024)

IAR

Virginia
(3/28/2024)

IAR

Wisconsin
(3/28/2024)

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: 5/3/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/25/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/31/2000

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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Chad A. Warrick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Aaron Warrick's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUMMIT WEALTH PARTNERS, LLC

SUMMIT WEALTH PARTNERS, LLC

SUMMIT WEALTH MANAGEMENT, INC

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

SUMMIT WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/3/2010

Series 63

Date: 2/25/2000

Series 7

Date: 1/31/2000

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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