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Blayne Meredith Mathias

Summit Securities Group LLC

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About Blayne Meredith Mathias

Blayne Mathias is a financial professional with over 20 years of experience in the industry. Blayne is currently registered with Summit Securities Group LLC and previously held positions at VTRADER PRO, LLC and Lehman Brothers Inc. Blayne has a strong track record of success in the financial services industry and holds a number of professional licenses and certifications, including the Series 7, 24, 57, and 63. Blayne is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Blayne Mathias is currently registered with Summit Securities Group LLC. Summit Securities Group LLC is a Limited Liability Company formed on September 2, 2011. The firm has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

40

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Blayne Mathias’s Registration & Firm History

NY

08/23/2012 - Present

Summit Securities Group LLC (NEW YORK NY)

CA

11/10/2008 - 09/20/2012

VTRADER PRO, LLC (SAN FRANCISCO CA)

NY

09/26/2002 - 01/24/2008

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/27/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/18/2021

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Blayne Meredith Mathias.
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