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George Malcolm Blenner

George M. Blenner

SUMMIT FINANCIAL ADVISORS
Doylestown, PA 18901
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CRD#: 5029863
George Malcolm Blenner

Professional summary

George Malcolm Blenner, CFP® is a registered financial advisor currently at SUMMIT FINANCIAL ADVISORS, LLC located in Doylestown, Pennsylvania.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. George has worked at 2 firms and has passed the Series 65 exam.

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)

The CRS(Customer Relationship Summary) document is not provided.

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: 2009

Experience

Current

July 29, 2009 - Present

SUMMIT FINANCIAL ADVISORS, LLC

Office #1: 196 West Ashland Street, Doylestown, PA 18901
CRD#: 150187
Doylestown, PA
Past

January 3, 2006 - August 6, 2009

EXPERT FINANCIAL ADVICE LLC

RIA
CRD#: 136410
HOLLAND, PA

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
New Jersey
(4/18/2011)
IAR
Pennsylvania
(7/29/2009)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/20/2005
Uniform Investment Adviser Law Examination

Current Firm

SF
SUMMIT FINANCIAL ADVISORS, LLC
SUMMIT FINANCIAL ADVISORS, LLC

CRD#: 150187 / SEC#:

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Contact information

Main Address
196 West Ashland Street, Doylestown, PA 18901
Mailing Address
Phone number
(215) 579-1005
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

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.

Company Information

SUMMIT FINANCIAL ADVISORS, LLC

CRD#: 150187Doylestown, PA 18901

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