Edward Blair Secrest
Investment Adviser Representative at Summit Financial, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Edward Blair Secrest is an investment adviser representative with Summit Financial, LLC in Raleigh, NC, where they have been registered since 2025. They have worked in the securities industry since 1991 and have been registered with 5 firms, including Southeast Financial Group and LPL Financial Corporation. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
- Broker:
7 states and territories
Florida, Minnesota, North Carolina, South Carolina, Texas, Virginia, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Southeast Financial Group, Inc (DBA).Oct 2001 – Dec 2024Durham, NC
- LPL Financial, LLCSep 2009 – Aug 2019Raleigh, NC
- Secrest Blakey & Associates, LLCOct 2012 – Nov 2019Raleigh, NC
- Liberty Partners Financial Services, LLCAug 2019 – Oct 2025Raleigh, NC
- Summit Financial, LLCOct 2024 – no end date reportedParsippany, NJ
- Modern Capital Securities, Inc.Oct 2025 – no end date reportedRaleigh, NC
- Jed FarmsMay 2019 – no end date reportedRaleigh, NC
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Summit Financial, 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
- Fixed fee
- Firm account minimum
- $100,000 (waivable)
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
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 232
- Offices listed on AdvisorFinder:
- 48
- Main office:
- Parsippany, NJ
- SEC file number:
- 801-114377
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 3, 2026
View full firm profileOther advisors at Summit Financial, LLC
Showing 12 of 232 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Edward Blair Secrest 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.
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