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Andrew Michael Dickens

Investment Adviser Representative at Summit Wealth Partners, LLC

Orlando, FLCRD #5638928Investment Adviser Representative
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Andrew Michael Dickens is an investment adviser representative with Summit Wealth Partners, LLC in Orlando, FL, where they have been registered since 2016. They have worked in the securities industry since 2009 and were previously registered with Signator Investors, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Florida, Illinois, and North Carolina.

Office

800 N. Orange Avenue, Suite 302
Orlando, FL 32801

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida, Illinois, North Carolina

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/11/2016
Series 66
Uniform Combined State Law Examination
Passed 8/7/2013
Series 7
General Securities Representative Examination
Passed 8/1/2013
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/9/2009

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Summit Wealth Partners, LLCCurrent
7/15/2016 – Orlando, FL
Summit Wealth Partners, LLC
2/4/2014 – 8/19/2016Orlando, FL
Signator Investors, Inc.
8/26/2013 – 1/7/2014Maitland, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Summit Wealth Partners, LLC
    Dec 2015 – no end date reportedOrlando, FL
  2. Summit Asset Protection Group, LLC
    Jan 2014 – no end date reportedOrlando, FL
  3. Tax and Business Solutions LLC
    Mar 2022 – no end date reportedDaytona Beach, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Summit Wealth Partners, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporationsOther

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
12
Offices listed on AdvisorFinder:
4
Main office:
Orlando, FL
SEC file number:
801-107751

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 27, 2026

View full firm profile

Other advisors at Summit Wealth Partners, LLC

11 other advisors in the directory

View Summit Wealth Partners, LLC firm profile

Similar advisors in Orlando, FL

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrew Michael Dickens has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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