Summer Dorn
Professional Summary
Summer Dorn, who also goes by Summer Murphy, Summer Murphy-dorn, is a registered financial advisor currently at FAIRWAY FINANCIAL, LLC located in Casselberry, Florida. Summer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Summer has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Summer Murphy, Summer Murphy-Dorn
Similar Advisors
EDWARD JONES
HUMANIZE WEALTH
BH ASSET MANAGEMENT, LLC
REDSTONE ADVISORS INC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
EDWARD JONES
HUMANIZE WEALTH
BH ASSET MANAGEMENT, LLC
REDSTONE ADVISORS INC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
EDWARD JONES
HUMANIZE WEALTH
BH ASSET MANAGEMENT, LLC
REDSTONE ADVISORS INC
Disclosures on record.
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.
Similar Advisors
EDWARD JONES
HUMANIZE WEALTH
BH ASSET MANAGEMENT, LLC
REDSTONE ADVISORS INC
Years of Experience
11 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
EDWARD JONES
HUMANIZE WEALTH
BH ASSET MANAGEMENT, LLC
REDSTONE ADVISORS INC
Current Firm
FAIRWAY FINANCIAL, LLC
Contact Information
Main Address
950 S Winter Park Drive Suite 352, Casselberry, FL 32707Phone Number
(407) 628-0850# of Employees
3SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
329AUM (Assets Under Management)
$159,599,831Similar Advisors
EDWARD JONES
HUMANIZE WEALTH
BH ASSET MANAGEMENT, LLC
REDSTONE ADVISORS INC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
EDWARD JONES
HUMANIZE WEALTH
BH ASSET MANAGEMENT, LLC
REDSTONE ADVISORS INC
Primary Firm SEC Registration
FAIRWAY FINANCIAL, LLC
State Registrations and Notice Filings
(8/30/2017)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
EDWARD JONES
HUMANIZE WEALTH
BH ASSET MANAGEMENT, LLC
REDSTONE ADVISORS INC
CRS (Client Relationship Summary) - RIA
Click below to view Summer Dorn's CRS (Customer Relationship Summary).
Similar Advisors
EDWARD JONES
HUMANIZE WEALTH
BH ASSET MANAGEMENT, LLC
REDSTONE ADVISORS INC