Clayton A. Edger

SUMMIT ADVISORS

Hastings, MI 49058

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CRD#: 4240312

Professional summary

Clayton Arthur Edger is a registered financial advisor currently at SUMMIT ADVISORS, LLC located in Hastings, Michigan and BEACONSFIELD FINANCIAL SERVICES, INC. located in Hastings, Michigan.

Clayton is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Clayton has worked at 4 firms and has passed the Series 65, Series 63, SIE 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.

Summit Advisors LLC, Investment related, 160 Technology Drive Suite 101 Canonsburg, PA 15317, Registered Investment Advisor, Investment Advisor Rep,05/2017, 90hrs/month 80hrs during trading, Investment Advisor APPLE Street LLC, Not investment related, 518 W Apple Street Hasting MI 49058, Office Building Rental, Co-owner, 03/2017, 2hrs/month 0hrs during trading, own/maintain office.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clayton Arthur Edger'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

February 21, 2017 - Present

SUMMIT ADVISORS, LLC

Office #1: 518 West Apple Street, Hastings, MI 49058

RIA

CRD#: 144486

Hastings, MI

Current

December 14, 2000 - Present

BEACONSFIELD FINANCIAL SERVICES, INC.

Office #1: 518 West Apple Street, Hastings, MI 49058

CRD#: 14634

Hastings, MI

Past

September 8, 2000 - December 8, 2000

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 8, 2000 - December 8, 2000

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(8/1/2006)

Colorado
(12/11/2015)

Florida
(1/2/2008)

Michigan
(12/14/2000)

IAR

Michigan
(2/21/2017)

Ohio
(8/2/2006)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/21/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/15/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/7/2000

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

SUMMIT ADVISORS, LLC

BEACONSFIELD FINANCIAL SERVICES, INC | SUMMIT ADVISORS, LLC

CRD#: 144486 / SEC#:

Michigan

Registered Investment Advisory firm - (1/16/2008 Approved)

Pennsylvania

Registered Investment Advisory firm - (11/20/2007 Approved)

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Contact information

Main Address

160 Technology Drive Suite 101, Canonsburg, PA 15317

Mailing Address

Phone number

(724) 745-6800

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	173
AUM (Assets Under Management)	$ 77,800,001

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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Clayton A. Edger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clayton Arthur Edger's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUMMIT ADVISORS, LLC

BEACONSFIELD FINANCIAL SERVICES, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/21/2017

Series 63

Date: 9/15/2000

SIE

Date: 10/1/2018

Series 7

Date: 9/7/2000

FINRA

Current Firm

SUMMIT ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SUMMIT ADVISORS, LLC

TRUST BUT VERIFY

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