Michael A. Randall

OAK SUMMIT WEALTH MANAGEMENT

SAN DIEGO, CA

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CRD#: 6889609

Professional summary

Michael Abraham Randall, CFP® is a registered financial advisor currently at OAK SUMMIT WEALTH MANAGEMENT, INC. located in San Diego, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Michael has worked at 3 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) - RIA

Click below to view Michael Abraham Randall'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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

March 19, 2025 - Present

OAK SUMMIT WEALTH MANAGEMENT, INC.

RIA

CRD#: 334753

SAN DIEGO, CA

Past

May 11, 2022 - April 20, 2025

OAK SUMMIT WEALTH MANAGEMENT, INC.

RIA

CRD#: 135465

SAN DIEGO, CA

Past

December 16, 2017 - May 10, 2022

EMPIRICAL WEALTH MANAGEMENT

RIA

CRD#: 152622

Irvine, CA

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

California
(3/19/2025)

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Exams

State Security Law Exam

IAR

Series 65

Date: 12/16/2017

Uniform Investment Adviser Law Examination

Current Firm

OAK SUMMIT WEALTH MANAGEMENT, INC.

CRD#: 334753 / SEC#:

California

Registered Investment Advisory firm - (3/19/2025 Approved)

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Contact information

Main Address

San Diego, CA

Mailing Address

Phone number

(951) 491-3538

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	268
AUM (Assets Under Management)	$ 66,754,519

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael A. Randall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Abraham Randall's CRS (Customer Relationship Summary).

Certified licenses

Experience

OAK SUMMIT WEALTH MANAGEMENT, INC.

OAK SUMMIT WEALTH MANAGEMENT, INC.

EMPIRICAL WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 12/16/2017

Current Firm

OAK SUMMIT WEALTH MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OAK SUMMIT WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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