Matthew Weed has been Chief Compliance Officer of Summit Financial Advisors since August 2021, is a control person of the firm and directly owns under 5% of it. Matthew Weed holds a Bachelor of Arts in Aerospace Engineering from the University of Florida.
Summit Financial Advisors, Inc. is a Middletown, OH firm with $233M under management, 139 clients and 4 advisers across 2 offices, as of its June 2026 filing.
Matthew A. Weed is Vice President of Summit Financial Advisors, Inc., based in Middletown, Ohio. He is a financial advisor specializing in investment research and portfolio management, with over 20 years of industry experience.
Matthew Weed’s longest registration is the current one, 11 years at Summit Financial Advisors since 2015. Before joining Summit Financial Advisors in 2015, Matthew Weed was registered through Signature Investment Advisors, LLC and Seia.
- – present · 11 yearsMiddletown, OH · Adviser representative · Firm CRD 145007
- Signature Investment Advisors, LLC– · 3 yearsLos Angeles, CA · Adviser representative · Firm CRD 160715
- Seia– · 7 yearsLos Angeles, CA · Adviser representative · Firm CRD 108163
- Banc of America Investment Services, Inc.– · under a yearLos Angeles, CA · Adviser representative · Firm CRD 16361
Professional designations
Listed by Summit Financial Advisors
- CFA®
- CFP®
Investment adviser representative registrations
Matthew Weed is registered as an investment adviser representative in 2 states. The first approvals date from August 2015; the most recent is California, in October 2025.
- CaliforniaSince 6 October 2025
- OhioSince 25 August 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 7 July 2006 |
| Series 7 | General Securities Representative Examination | 15 May 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Allen Weed
- CRD
- 5112691
- Firm
- Summit Financial Advisors · CRD 145007
- Role
- Chief Compliance Officer
- Office
- 300 N. MAIN STREET, SUITE 500, Middletown, OH 45042
- Registration
- Investment adviser registration
- In the industry since
- June 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sfadvisorsinc.com
Where does Matthew Weed work?
Matthew Weed has been Chief Compliance Officer of Summit Financial Advisors, Inc. since August 2021, and is a control person of the firm.
Is Matthew Weed a financial advisor?
Yes. Matthew Weed has a current investment-adviser registration in California and Ohio, through Summit Financial Advisors since August 2015.
How many years of experience does Matthew Weed have?
Matthew Weed has 19 years in the financial industry, since June 2007, across 4 adviser firms.
What exams has Matthew Weed passed?
Matthew Weed has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2006. FINRA credited Matthew Weed with the SIE, which began in October 2018.
Where did Matthew Weed work before Summit Financial Advisors?
Before Summit Financial Advisors, Matthew Weed was registered through Signature Investment Advisors, LLC, May 2012 to June 2015; Seia, September 2007 to June 2015; Banc of America Investment Services, Inc., January 2007 to July 2007.
Where is Matthew Weed based?
Matthew Weed’s registered office is in Middletown, OH.
Is Matthew Weed registered with FINRA?
No. Matthew Weed has no current broker registration.
Is Matthew Weed a CFP?
Summit Financial Advisors lists Matthew Weed with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Is Matthew Weed a CFA charterholder?
Summit Financial Advisors lists Matthew Weed with the CFA credential (“CFA®”) on its website. CFA Institute confirms certification status.
How can I verify Matthew Weed’s record?
Search CRD 5112691 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Weed’s full registration record.
