DFX Intelligence

Data Factory

RIA / WealthAdvisor39 years in industry

AUDREY BIEBER DROSSNER

Advisor at SUMMIT FINANCIAL, LLC

LUTHERVILLE, MD | DELRAY BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d50d2f1e-3692-ae36-3fca-2bf9f0cc3825

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Feb 26, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SUMMIT FINANCIAL, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 25, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Aug 25, 1987
First registration: Feb 26, 2001
Dual registered: no
Other names: AUDREY BIEBER DROSSNER|AUDREY BEIBER DROSSNER
IAPD individual key: 1668825

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SUMMIT FINANCIAL, LLC	Bd affiliated wealth	Dec 18, 2023	n/a	yes	DELRAY BEACH, FL\|LUTHERVILLE, MD	Current employment
SYMPHONIC FINANCIAL ADVISORS LLC	Former SEC adviser	Jun 27, 2008	Dec 20, 2023	no	NEW YORK, NY\|LUTHERVILLE, MD\|Delray Beach, FL	Previous registration
SC&H WEALTH	Independent wealth	Oct 10, 2006	Jun 24, 2008	no	HUNT VALLEY, MD	Previous registration
1ST GLOBAL ADVISORS INC	Former SEC adviser	Sep 13, 2006	Jun 25, 2008	no	SPARKS, MD	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Feb 21, 2006	Apr 24, 2006	no	NEW YORK, NY	Previous registration
LEGG MASON WOOD WALKER, INCORPORATED	n/a	Feb 26, 2001	Feb 21, 2006	no	BALTIMORE, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SYMPHONIC FINANCIAL ADVISORS LLC	SUMMIT FINANCIAL, LLC	Dec 20, 2023	Dec 18, 2023	-2	Firm change	Other
1ST GLOBAL ADVISORS INC	SC&H WEALTH	Jun 25, 2008	Oct 10, 2006	-624	Firm change after gap	Other
SC&H WEALTH	SYMPHONIC FINANCIAL ADVISORS LLC	Jun 24, 2008	Jun 27, 2008	3	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	1ST GLOBAL ADVISORS INC	Apr 24, 2006	Sep 13, 2006	142	Firm change	Other
LEGG MASON WOOD WALKER, INCORPORATED	CITIGROUP GLOBAL MARKETS INC.	Feb 21, 2006	Feb 21, 2006	0	Bulk transfer	Other

Relationships

Registered with (6)

→ SUMMIT FINANCIAL, LLCRegistered adviserregistration: current employment
Dec 18, 2023 to presentfactForm ADV
→ SYMPHONIC FINANCIAL ADVISORS LLCRegistered adviserregistration: previous registration
Jun 27, 2008 to Dec 20, 2023factForm ADV
→ 1ST GLOBAL ADVISORS INCRegistered adviserregistration: previous registration
Sep 13, 2006 to Jun 25, 2008factForm ADV
→ SC&H WEALTHRegistered adviserregistration: previous registration
Oct 10, 2006 to Jun 24, 2008factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Feb 21, 2006 to Apr 24, 2006factForm ADV
→ LEGG MASON WOOD WALKER, INCORPORATEDRegistered adviserregistration: previous registration
Feb 26, 2001 to Feb 21, 2006factForm ADV

Dated events

Occurred
Dec 20, 2023
Advisor changed firm
Audrey Bieber Drossner left Symphonic Financial Advisors Llc for Summit Financial, Llc (registered 2023-12-18)
Form ADVobserved 5 days ago