Megan Eberhart has held the title Member at Summit Wealth Management since February 2024, is not listed as a control person, but directly owns between 25% and 50% of the firm. Megan Eberhart holds a Bachelor's degree in Economics from Princeton University and an MBA from The Ohio State University Fisher College of Business.
Summit Wealth Management LLC is an Akron, OH firm with $120M under management, 198 clients and 3 advisers across 2 offices, as of its May 2026 filing.
Megan D. Eberhart is with Summit Wealth Management in Akron, Ohio. She started her career on the buy side at State Teachers Retirement System of Ohio and Point72 Asset Management in New York, and previously worked as a Portfolio Manager at Johnson Investment Counsel.
- Summit Wealth Management LLCCurrent– present · 5 yearsBexley, OH · Adviser representative · Firm CRD 226722
Professional designations
Listed by Summit Wealth Management
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Megan Eberhart is registered as an investment adviser representative in 2 states. The first approvals date from May 2021; the most recent is Texas, in October 2022.
- OhioSince 10 May 2021
- TexasSince 31 October 2022
Examinations
No examinations are on Megan Eberhart’s record.
- Full name
- Megan Deborah Eberhart
- CRD
- 5945909
- Firm
- Summit Wealth Management · CRD 226722
- Role
- Member
- Office
- 544 S. DREXEL AVE., Bexley, OH 43209
- Registration
- Investment adviser registration
- In the industry since
- May 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- swm1.us
Where does Megan Eberhart work?
Megan Eberhart has held the title Member at Summit Wealth Management LLC since February 2024.
Is Megan Eberhart a financial advisor?
Yes. Megan Eberhart has a current investment-adviser registration in Ohio and Texas, through Summit Wealth Management since May 2021.
How many years of experience does Megan Eberhart have?
Megan Eberhart has 5 years in the financial industry, since May 2021, across 1 adviser firm.
Where is Megan Eberhart based?
Megan Eberhart’s registered office is in Bexley, OH.
Is Megan Eberhart registered with FINRA?
No. Megan Eberhart has no current broker registration.
Is Megan Eberhart a CFA charterholder?
Summit Wealth Management lists Megan Eberhart with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Megan Eberhart’s record?
Search CRD 5945909 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Megan Eberhart’s full registration record.