Andrew M. Dickens

SUMMIT WEALTH PARTNERS

Orlando, FL 32801

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CRD#: 5638928

Professional summary

Andrew Michael Dickens, AIF® is a registered financial advisor currently at SUMMIT WEALTH PARTNERS, LLC located in Orlando, Florida.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Andrew has worked at 4 firms and has passed the Series 65, Series 66, Series 7 and Series 6 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 ASSET PROTECTION GROUP, LLC; ORLANDO FL, AGENT/SOLICITOR. 01/2014-PRESENT, INVESTMENT RELATED, SELL FIXED INSURANCE AND ANNUITIES FROM VARIOUS COMPANIES, APPROXIMATELY 20 HRS/MONTH DURING SECURITIES TRADING HOURS Mr. Dickens is a managing shareholder of Legacy Business Design LLC specializing in closely held business merger and acquisition consulting. Non investment-related. 4 hrs/mo (none during trading hours). DEBARY FL. Subcontracted starting 8/2021. Mr. Dickens is also a partner in Tax and Business Solutions LLC providing tax, accounting, payroll and business advisory services. Non investment-related. 120 hrs/mo. <40 hrs during trading hours. DAYTONA BEACH FL. Started 3/2022.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Michael Dickens'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

July 15, 2016 - Present

SUMMIT WEALTH PARTNERS, LLC

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

RIA

CRD#: 283648

Orlando, FL

Past

February 4, 2014 - August 19, 2016

SUMMIT WEALTH PARTNERS, LLC

RIA

CRD#: 134620

ORLANDO, FL

Past

August 26, 2013 - January 7, 2014

SIGNATOR INVESTORS, INC.

RIA

CRD#: 468

MAITLAND, FL

Past

June 19, 2009 - January 7, 2014

SIGNATOR INVESTORS, INC.

CRD#: 468

MAITLAND, FL

Past

February 12, 2009 - February 25, 2009

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

MAITLAND, FL

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

Florida
(7/15/2016)

IAR

Illinois
(3/28/2024)

IAR

North Carolina
(3/26/2024)

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: 2/11/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 8/7/2013

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/1/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/9/2009

Investment Company Products/Variable Contracts 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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Advisor Monitoring

Firm Stability Insights

Andrew M. Dickens

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Michael Dickens's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUMMIT WEALTH PARTNERS, LLC

SIGNATOR INVESTORS, INC.

SIGNATOR INVESTORS, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

SUMMIT WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/11/2016

Series 66

Date: 8/7/2013

Series 7

Date: 8/1/2013

Series 6

Date: 2/9/2009

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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