Summer Sawdey
Advisor at Kestra Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Based on Kestra Advisory
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Location
Hornell, NY
Most active in
Summer S has reported serving >5 clients in these states in the last 12 months.
New York · Texas
Work history
Kestra Investment Services, LLC
2024 - Present (2 years)
Kestra AdvisoryServices, LLC
2024 - Present (2 years)
Financial Advocates Investment Management
2020 - 2024 (4 years)
LPL Financial, LLC
2019 - 2024 (5 years)
Heritage Bank
2019 - 2019 (1 year)
Community Bank
2019 - 2019 (1 year)
Citigroup
2018 - 2019 (1 year)
Subway
2017 - 2018 (1 year)
LeRoy Country Club
2017 - 2017 (1 year)
Quality Suites and Waterpark
2016 - 2017 (1 year)
Applebees
2015 - 2016 (1 year)
University of Buffalo
2011 - 2020 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Nicholas K
Series 66
Hornell, NY
LPL Financial
Raymond A
Series 66
Hornell, NY
LPL Financial
Thomas B
Series 66
Hornell, NY
LPL Financial
Daniel B
Series 66
Andover, NY
Equitable Advisors
Benjamin H
Series 63, Series 65
Almond, NY
Principal Financial Services
Curtis C
ChFC®, Series 63
Almond, NY
Principal Financial Services
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")