Peter Lee (CRD# 4981754) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in Chicago, IL and has over 17 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Trail Securities, LLC | Chicago, IL | Feb 2017 - Current | 7 |
| Summit Trail Advisors LLC | New York, NY | Jul 2015 - Current | 8 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jul 2015 - Aug 2016 | 1 |
| Barclays Capital Inc. | Chicago, IL | Sep 2008 - Jul 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2006 |
- IL
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Total Assets Under Management17,652MILLIONS
-
Total Number of Accounts10,249ACCOUNTS
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Average Account Value$1,722,278
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AZ, CA, CT, DC, DE, FL, GA, HI, IA, IL, IN, LA, MA, MD, MI, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
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