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Michael Vanzandt Summers

Investment Adviser Representative at Investment Research Corp

York, PACRD #1303835Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
42 yrs
Exams Passed
4

Professional summary

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

Michael Vanzandt Summers is an investment adviser representative with Investment Research Corp in York, PA, where they have been registered since 2016. They have worked in the securities industry since 1984 and were previously registered with 1717 Capital Management Company. They have passed 4 industry qualification exams, including the Series 63 (state securities agent), Series 6 (investment company and variable products), and Series 22 (direct participation programs). They are registered to provide investment advice in North Carolina and Pennsylvania.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
North Carolina, Pennsylvania
Broker:
16 states and territories

California, Colorado, Delaware, District of Columbia, Florida, Georgia, Maine, Maryland, Massachusetts, Minnesota, New Jersey, North Carolina, Ohio, Pennsylvania, Virginia, West Virginia

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

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 10/10/1984
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 22
Direct Participation Programs Representative Examination
Passed 10/29/1985
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/10/1984

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Investment Research CorpCurrent
10/10/2016 – York, PA
World Capital Brokerage, Inc.Current
1/16/2008 – York, PA
1717 Capital Management Company
10/11/1984 – 1/22/2008York, PA

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. World Capital Brokerage, Inc.
    Jan 2008 – no end date reportedDenver, CO

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Investment Research Corp

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 Investment CompaniesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPension/Profit Sharing

Firm assets under management

Under $100M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
16
Offices listed on AdvisorFinder:
1
Main office:
Denver, CO
SEC file number:
801-8599

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

Form ADV data as of March 30, 2026

View full firm profile

Other advisors at Investment Research Corp

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View Investment Research Corp firm profile

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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. Michael Vanzandt Summers 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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