Amanda Pate has been an investment adviser representative at Summit Wealth Partners since October 2017, and is not listed among the firm’s executive officers or direct owners.
Summit Wealth Partners, LLC is an Orlando, FL firm with $676M under management, 783 clients and 12 advisers across 7 offices, as of its March 2026 filing.
- Summit Wealth Partners, LLCCurrent– present · 9 yearsClover, SC · Adviser representative · Firm CRD 283648
Investment adviser representative registrations
Amanda Pate is registered as an investment adviser representative in 2 states. The first approvals date from October 2017; the most recent is South Carolina, in September 2025.
- FloridaSince 16 October 2017
- South CarolinaSince 25 September 2025
Examinations
No examinations are on Amanda Pate’s record.
- Full name
- Amanda Elizabeth Pate
- CRD
- 6848545
- Firm
- Summit Wealth Partners · CRD 283648
- Office
- Clover, SC
- Registration
- Investment adviser registration
- In the industry since
- October 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Amanda Pate work?
Amanda Pate is an investment adviser representative registered through Summit Wealth Partners, LLC since October 2017, and is not listed among the firm’s executive officers or direct owners.
Is Amanda Pate a financial advisor?
Yes. Amanda Pate has a current investment-adviser registration in Florida and South Carolina, through Summit Wealth Partners since October 2017.
How many years of experience does Amanda Pate have?
Amanda Pate has 9 years in the financial industry, since October 2017, across 1 adviser firm.
Where is Amanda Pate based?
Amanda Pate’s registered office is in Clover, SC.
Is Amanda Pate registered with FINRA?
No. Amanda Pate has no current broker registration.
How can I verify Amanda Pate’s record?
Search CRD 6848545 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amanda Pate’s full registration record.
