SD
Shari N. De Ron
SUMMIT WEALTH PARTNERS
Fort Myers, FL 33907
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CRD#: 8008465
SD
Professional summary
Shari Nicole De Ron, who also goes by Shari Nicole Boyce, is a registered financial advisor currently at SUMMIT WEALTH PARTNERS, LLC located in Fort Myers, Florida.
Shari is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Shari has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Shari Nicole Boyce
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.
1.) Mobile Notary; not investment related; Bonita Springs, FL; self-employed/freelance notary services; since 11/2021; approximately 10 hours per month with approximately 10 hours per month during securities trading hours 2.) Photo Digitizer; not investment related; Bonita Springs, FL; self-employed/freelance photo digitizing services; since 10/2019; approximately 10 hours per month with approximately 0 hours per month during securities trading hours 3.) Signature Financial Strategies, LLC; Investment-related; Ft. Myers, FL; Client Service Specialist - providing administrative and client services for licensed insurance agency; since 01/2023; approximately 150 hours per month with approximately 150 hours per month during securities trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Shari Nicole De Ron'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®
NoneExperience
Current
January 10, 2025 - Present
SUMMIT WEALTH PARTNERS, LLC
Office #1: 15050 Elderberry Ln. Suite 6-1, Fort Myers, FL 33907RIA
CRD#: 283648
Fort Myers, 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".
SW
SUMMIT WEALTH PARTNERS, LLC
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(1/10/2025)
Current Firm
SW
SUMMIT WEALTH PARTNERS, LLC
SUMMIT WEALTH PARTNERS, LLC
CRD#: 283648 / SEC#: 801-107751
RIA
Registered Investment Advisory firm - (5/12/2016 Approved)Upgrade to AdvisorCheck Premium
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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
19
SEC notice filing (20 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,966 |
| AUM (Assets Under Management) | $ 629,747,362 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SUMMIT WEALTH PARTNERS, LLC
CRD#: 283648Fort Myers, FL 33907TRUST BUT VERIFY
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