Investment adviser representative · Summit Financial, LLC
Margaret R. Anderson
CRD 4510746 · Millersville, MD
At a glance
Margaret R. Anderson is an investment adviser representative with Summit Financial, LLC in Millersville, MD, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Margaret’s SEC record dates to 2002, about 23 years ago.
Current advisory firm
- Summit Financial, LLCSince December 2023Millersville, MD · $26B in regulatory assets
SEC adviser record
- Registered since
- 2002 (23 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Margaret’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Summit Financial, LLC
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- Peter J. AndersonSheridan
- Pei-Chin AndrewDublin · Certified Financial Planner, Chartered Financial Consultant
- Amy B. ArmstrongBlue Bell
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