David Summers has been Managing Member/Principal and Chief Compliance Officer of Eagle Investment Advisors since October 2006, is a control person of the firm and directly owns between 50% and 75% of it.
Eagle Investment Advisors, LLC is a Downingtown, PA firm with $186M under management, 132 clients and 2 advisers in one office, as of its February 2026 filing.
David Summers’ longest registration is the current one, 14 years at Eagle Investment Advisors since 2012. Before joining Eagle Investment Advisors in 2012, David Summers was registered through Eagle Investment Advisors, LLC and Weathervane Wealth Management, LLC.
- Eagle Investment AdvisorsCurrent– present · 14 yearsDowningtown, PA · Adviser representative · Firm CRD 144094
- Eagle Investment Advisors, LLC– · under a yearExton, PA · Adviser representative · Firm CRD 138999
- Weathervane Wealth Management, LLC– · 2 yearsExton, PA · Adviser representative · Firm CRD 132159
- Patriot Advisors, Inc.– · under a yearExton, PA · Adviser representative · Firm CRD 107060
- Bonds & Paulus Associates, Inc.– · 1 yearExton, PA · Adviser representative · Firm CRD 108626
Investment adviser representative registrations
David Summers is registered as an investment adviser representative in Pennsylvania, since June 2012.
- PennsylvaniaSince 8 June 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 28 December 2001 |
| Series 7 | General Securities Representative Examination | 7 November 2001 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Lynn Summers
- CRD
- 4467480
- Firm
- Eagle Investment Advisors · CRD 144094
- Role
- Managing Member/Principal and Chief Compliance Officer
- Office
- 131 Wallace Avenue, Suite 14, Downingtown, PA 19335
- Registration
- Investment adviser registration
- In the industry since
- January 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does David Summers work?
David Summers has been Managing Member/Principal and Chief Compliance Officer of Eagle Investment Advisors, LLC since October 2006, and is a control person of the firm.
Is David Summers a financial advisor?
Yes. David Summers has a current investment-adviser registration in Pennsylvania, through Eagle Investment Advisors since June 2012.
How many years of experience does David Summers have?
David Summers has 18 years in the financial industry, since January 2008, across 5 adviser firms.
What exams has David Summers passed?
David Summers has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2001.
Where did David Summers work before Eagle Investment Advisors?
Before Eagle Investment Advisors, David Summers was registered through Eagle Investment Advisors, LLC (CRD 138999), July 2006 to June 2007; Weathervane Wealth Management, LLC, August 2004 to October 2006; Patriot Advisors, Inc., March 2004 to August 2004; Bonds & Paulus Associates, Inc., September 2002 to November 2003.
Where is David Summers based?
David Summers’ registered office is in Downingtown, PA.
Is David Summers registered with FINRA?
No. David Summers has no current broker registration.
How can I verify David Summers’ record?
Search CRD 4467480 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Summers’ full registration record.