Chad Leatherwood, financial advisor Fort Myers FL

Chad Leatherwood

CRD Number: 3065436
Current Firm: Summit Wealth Partners, LLC

Chad Leatherwood (CRD# 3065436) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Fort Myers, FL and has over 21 years of experience in the finance industry. Chad Leatherwood has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Summit Wealth Partners, LLC Fort Myers, FL Dec 2015 - Current 5
Signature Financial Strategies, LLC Fort Myers, FL Feb 2014 - Current 7
Smc Advisory Network, LLC Fort Myers, FL Jan 2015 - Mar 2016 1
Finley Wealth Management, LLC Estero, FL Jan 2013 - Jan 2015 2
Insurance Agent Fort Myers, FL Dec 2012 - Jan 2014 1
Avanti Wealth Management Longwood, FL Aug 2010 - Dec 2012 2
G.a. Repple & Company Casselberry, FL Sep 2005 - Dec 2012 7
Avanti Financial Group, Inc. (indep. Ga Repple Ofc) Longwood, FL May 2010 - Oct 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Chad D. Leatherwood
Phone Number: 407-656-2252
Registered State(s):
  • CA
  • CO
  • FL
  • IL
  • KS
  • LA
  • MD
  • MI
  • MO
  • NJ
  • NC
  • OH
  • PA
  • SC
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    571
    MILLIONS
  • Total Number of Accounts
    1,876
    ACCOUNTS
  • Average Account Value
    $304,392
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IL, IN, KS, LA, MD, MI, MO, NC, NJ, OH, PA, SC, TX, VA

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