Lansdowne, VA Golf Vista Plaza Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$23,488,252,374
ClientsTotal clients
17,809
AdvisorsAdvisors at this office
3
Of 218 advisors across 80 offices
Location
19460 Golf Vista Plaza
Lansdowne VA 20176
Advisors at this office
3
Advisors at this office
Robert O
Series 63, Series 65
Lansdowne, VA
Summit Financial, LLC
Robert Obraitis is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Inc. from 2014 to 2025. Outside of his advisory work, he serves as CEO of the O'Braitis Family Charitable Foundation. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.
Brittany J
Series 66
Lansdowne, VA
Summit Financial, LLC
Brittany Janssen is a financial advisor at Summit Financial, LLC with two years of industry experience. She holds the Series 66 designation and has worked at Summit Financial and its affiliated entities since 2025. Prior to joining the financial industry, she held positions at several companies including Beltway Medical LLC and Supreme Orthopedic Systems. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with approximately $26.35 billion in assets under management, 216 advisors, and around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches tailored to client preferences.
Erik R
CFP®, Series 66
Lansdowne, VA
Summit Financial, LLC
Erik Rinehold is a CFP® with 10 years of industry experience, currently affiliated with Summit Financial, LLC. His prior experience includes roles at Purse Kaplan Sterling Investments, Cambridge Investment Research, and Raymond James Financial Services, among others. He serves as a board member and treasurer for The Kash Foundation, a nonprofit organization. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a blend of discretionary and consultative investment management, financial planning, and retirement plan advisory services, utilizing diversified platforms and third-party managers.
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