Martin Summitt has been Managing Member of Bellwether Investment Group since August 2008, is a control person of the firm and directly owns between 25% and 50% of it. Martin Summitt studied at the University of Tennessee at Chattanooga.
Bellwether Investment Group, LLC is a Hixson, TN firm with $155M under management, 313 clients and 6 advisers across 6 offices, as of its February 2026 filing.
Martin Summitt is Financial Advisor and Partner of Bellwether Investment Group LLC, based in Hixson, TN. He has been in the investment management business since 1991, starting with Dean Witter.
Martin Summitt’s longest registration is the current one, 17 years at Bellwether Investment Group since 2008. Before joining Bellwether Investment Group in 2008, Martin Summitt was registered through Raymond James Financial Services.
- – present · 17 yearsChattanooga, TN · Adviser representative · Firm CRD 148114
- Raymond James Financial Services– · 4 yearsChattanooga, TN · Adviser representative · Firm CRD 6694
Investment adviser representative registrations
Martin Summitt is registered as an investment adviser representative in Tennessee, since November 2008.
- TennesseeSince 20 November 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 19 October 1999 |
| Series 3 | National Commodity Futures Examination | 21 January 1994 |
| Series 65 | Uniform Investment Adviser Law Examination | 6 October 1993 |
| Series 31 | Futures Managed Funds Examination | 16 July 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 October 1991 |
| Series 7 | General Securities Representative Examination | 18 September 1991 |
- Name
- General Securities Principal Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Martin Dyer Summitt
- CRD
- 2168840
- Firm
- Bellwether Investment Group · CRD 148114
- Role
- Managing Member
- Office
- 633 CHESTNUT STREET, REPUBLIC CENTRE, SUITE 1020, Chattanooga, TN 37450
- Registration
- Investment adviser registration
- In the industry since
- April 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bellwetherinv.com
Where does Martin Summitt work?
Martin Summitt has been Managing Member of Bellwether Investment Group, LLC since August 2008, and is a control person of the firm.
Is Martin Summitt a financial advisor?
Yes. Martin Summitt has a current investment-adviser registration in Tennessee, through Bellwether Investment Group since November 2008.
How many years of experience does Martin Summitt have?
Martin Summitt has 22 years in the financial industry, since April 2004, across 2 adviser firms.
What exams has Martin Summitt passed?
Martin Summitt has passed 6 licensing exams: the Series 7, Series 63, Series 31, Series 65, Series 3 and Series 24. The earliest, the Series 7, was passed in September 1991.
Where did Martin Summitt work before Bellwether Investment Group?
Before Bellwether Investment Group, Martin Summitt was registered through Raymond James Financial Services, March 2004 to October 2008.
Where is Martin Summitt based?
Martin Summitt’s registered office is in Chattanooga, TN.
Is Martin Summitt registered with FINRA?
No. Martin Summitt has no current broker registration.
How can I verify Martin Summitt’s record?
Search CRD 2168840 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Martin Summitt’s full registration record.