Erik Matthew Potts
Investment Adviser Representative at Summit Wealth Group LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Erik Matthew Potts is an investment adviser representative with Summit Wealth Group LLC in Exeter, NH, where they have been registered since 2021. They have worked in the securities industry since 2003 and have been registered with 5 firms, including Panorama Wealth Strategies, LLC and Cambridge Investment Research Advisors, Inc. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New Hampshire and Vermont.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New Hampshire, Vermont
- Broker:
10 states and territories
California, District of Columbia, Florida, Maine, Massachusetts, Nevada, New Hampshire, New York, Vermont, Wisconsin
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.
- Cambridge Investment Research, Inc.Aug 2014 – Jan 2020Fairfield, IA
- Cambridge Investment Research Advisors, Inc.Aug 2014 – Jan 2020Fairfield, IA
- Panorama Wealth Strategies, LLCAug 2014 – Dec 2020Exeter, MA
- Purshe Kaplan Sterling InvestmentsJan 2020 – no end date reportedAlbany, NY
- Summit Wealth Group LLCJan 2021 – no end date reportedWhite River Junction, VT
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Summit Wealth Group 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
- Firm account minimum
- $1,000,000 (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
Vision-based Financial Life Plans using sustainable accumulation and distribution strategies, including helping clients create a personal Vision Statement, and ongoing monitoring and review of financial plans.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Exeter, NH
- SEC file number:
- 801-107026
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 11, 2026
View full firm profileOther advisors at Summit Wealth Group LLC
6 other advisors in the directory
Similar advisors in Exeter, NH
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Erik Matthew Potts 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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