Every new Florida filing, every dayFinancial advisoryWealth management and legacy planningactiveVerified
Summit Legacy Advisors
Patricia A.. Soares Marinzeck, Authorized Member
Summit Legacy Advisors is a financial advisory firm specializing in wealth preservation, tax reduction, and generational legacy planning for high-net-worth individuals, ranch and farm owners, as described on its website. The LLC is registered in Orlando, Florida.
Filed July 28, 2026 · Orlando, FL · Orange County
Find new financial advisory businesses in Orlando, then launch a cold email campaign built for you.
Every new Florida filing, every day
See how it worksAbout Summit Legacy Advisors
Summit Legacy Advisors is a financial advisory business (FLAL) registered on July 28, 2026 with the Florida Division of Corporations. The business is located in Orlando, Florida 32819. Orange County is its county of record. The filing lists Patricia A.. Soares Marinzeck as Authorized Member.
Is this business yours?
It's getting views. Claim the page for free to control what your customers see.
Filing Details
Verified Business Profile
SubcategoryWealth management and legacy planning
Contact Information
Start Free TrialVerified contact details are included with a free trial.
Verified Website Profile
We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.
Website PlatformLocked
Start Free TrialDomain and website data is included with a free trial.
Officers / Authorized Persons
P
Document Timeline
Filing timeline will be available soon.
Frequently Asked Questions
When was Summit Legacy Advisors registered?
Summit Legacy Advisors was registered as FLAL on July 28, 2026 in Florida.
Where is Summit Legacy Advisors located?
Summit Legacy Advisors is based in Orlando, FL, 32819, in Orange County.
What type of business is Summit Legacy Advisors?
Summit Legacy Advisors is classified as a financial advisory business (wealth management and legacy planning).
Is Summit Legacy Advisors still active?
According to the Florida Division of Corporations, Summit Legacy Advisors's current filing status is "active".
Does Summit Legacy Advisors have an EIN on file?
No EIN was found on file for Summit Legacy Advisors at the time of registration.
Who Sells to This Business
Based on the business category, these service providers typically target this type of business.
InsuranceWeb DesignerAccounting
Turn fresh financial advisory businesses into your next customers
We find newly registered businesses, verify their contact details, and build the campaign. You review everything before anything sends.
Build My Campaign Free ›