Chad Warrick has been Manager, CCO, Co-President & CEO of Summit Wealth Partners since April 2017, is a control person of the firm and directly owns under 5% of it.
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.
Chad Warrick is Co-President & CEO of Summit Wealth Partners, LLC. With nearly 25 years of experience, his services include investment portfolio construction, advanced retirement planning concepts, defined contribution plans, and advisor support and consulting. He also consults with business clients on planning for transitions, succession and key person insurance, and on overall business strategy.
Chad Warrick’s longest registration is the current one, 10 years at Summit Wealth Partners since 2016. Before joining Summit Wealth Partners in 2016, Chad Warrick was registered through Summit Wealth Partners, LLC and Summit Wealth Management, Inc.
- Summit Wealth Partners, LLCCurrent– present · 10 yearsOrlando, FL · Adviser representative · Firm CRD 283648
- Summit Wealth Partners, LLC– · 5 yearsOrlando, FL · Adviser representative · Firm CRD 134620
- Summit Wealth Management, Inc– · 2 yearsOrlando, FL · Adviser representative · Firm CRD 105714
Investment adviser representative registrations
Chad Warrick is registered as an investment adviser representative in 14 states, as a resident of Texas. The first approvals date from July 2016; the most recent is Louisiana, in April 2024.
- CaliforniaSince 28 March 2024
- ColoradoSince 28 March 2024
- FloridaSince 7 July 2016
- GeorgiaSince 16 August 2016
- LouisianaSince 12 April 2024
- MichiganSince 29 March 2024
- New JerseySince 9 April 2024
- North CarolinaSince 28 March 2024
- OhioSince 27 March 2024
- PennsylvaniaSince 28 March 2024
- South CarolinaSince 2 July 2016
- TexasResidentSince 27 March 2024
- VirginiaSince 28 March 2024
- WisconsinSince 28 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 May 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 February 2000 |
| Series 7 | General Securities Representative Examination | 31 January 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Chad Aaron Warrick
- CRD
- 4013851
- Firm
- Summit Wealth Partners · CRD 283648
- Role
- Manager, CCO, Co-President & CEO
- Office
- 800 N. ORANGE AVENUE, SUITE 302, Orlando, FL 32801
- Registration
- Investment adviser registration
- In the industry since
- August 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mysummitwealth.com
Where does Chad Warrick work?
Chad Warrick has been Manager, CCO, Co-President & CEO of Summit Wealth Partners, LLC since April 2017, and is a control person of the firm.
Is Chad Warrick a financial advisor?
Yes. Chad Warrick has a current investment-adviser registration in California, Colorado, Florida, Georgia, Louisiana, Michigan, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia and Wisconsin, through Summit Wealth Partners since July 2016.
How many years of experience does Chad Warrick have?
Chad Warrick has 16 years in the financial industry, since August 2010, across 3 adviser firms.
What exams has Chad Warrick passed?
Chad Warrick has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in January 2000.
Where did Chad Warrick work before Summit Wealth Partners?
Before Summit Wealth Partners, Chad Warrick was registered through Summit Wealth Management, Inc, August 2010 to October 2012.
Where is Chad Warrick based?
Chad Warrick’s registered office is in Orlando, FL.
Is Chad Warrick registered with FINRA?
No. Chad Warrick has no current broker registration.
How can I verify Chad Warrick’s record?
Search CRD 4013851 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chad Warrick’s full registration record.
