Todd D. Anderson

SUMMIT FINANCIAL STRATEGIES

Columbus, OH 43219-3599

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CRD#: 4953208

Professional summary

Todd David Anderson, who also goes by Todd Anderson, is a registered financial advisor currently at SUMMIT FINANCIAL STRATEGIES INC located in Columbus, Ohio.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Todd has worked at 2 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Todd Anderson

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 Todd David Anderson'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

November 14, 2025 - Present

SUMMIT FINANCIAL STRATEGIES INC

Office #1: 4111 Worth Ave. #510, Columbus, OH 43219-3599

RIA

CRD#: 110112

Columbus, OH

Past

November 16, 2005 - July 8, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

COLUMBUS, OH

Past

August 25, 2005 - July 8, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

COLUMBUS, OH

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 FINANCIAL STRATEGIES INC

CRD#: 110112 / SEC#: 801-50616

RIA

Registered Investment Advisory firm - (11/15/1995 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

Ohio
(11/14/2025)

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: 11/5/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/15/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/24/2005

General Securities Representative Examination

Current Firm

SUMMIT FINANCIAL STRATEGIES INC

CRD#: 110112 / SEC#: 801-50616

RIA

Registered Investment Advisory firm - (11/15/1995 Approved)

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Contact information

Main Address

4111 Worth Ave. #510, Columbus, OH 43219-3599

Mailing Address

Phone number

(614) 885-1115

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SUMMIT FINANCIAL STRATEGIES, INC. FORM ADV PART 2A (11/5/2025)

Regulatory assets under management

Total Number of Accounts	977
AUM (Assets Under Management)	$ 2,054,390,311

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/17/2025	Cover Page	Report
02/01/2024	Cover Page	Report
01/10/2023	Cover Page	Report

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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Todd D. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd David Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUMMIT FINANCIAL STRATEGIES INC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

SUMMIT FINANCIAL STRATEGIES INC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/5/2025

Series 66

Date: 11/15/2005

Series 7

Date: 8/24/2005

Current Firm

SUMMIT FINANCIAL STRATEGIES INC

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SUMMIT FINANCIAL STRATEGIES INC

TRUST BUT VERIFY

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