Summit Trail Advisors, LLC

Summit Trail Advisors, LLC (CRD# 220519) is a financial advisory firm headquartered in New York, NY. They manage $1,778,139,504 in 1,907 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,778
    MILLION
  • Total Number of Accounts
    1,907
    ACCOUNTS
  • Average Account Value
    $932,428
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IL, MA, MD, NY, TX

Financial Advisors at Summit Trail Advisors, LLC
Showing 1 - 10 of 13 top financial advisors.
1
James F. Cantelupe
CRD#: 4351081
353 N. Clarke Street, Chicago, IL 60654
93
Wealthminder
score

James Cantelupe (CRD# 4351081) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in Chicago, IL and has over 16 years of experience in the finance industry.

2
Michael C. Cohen
CRD#: 2288893
2 Grand Central Tower, 140 E 45th Street, 34th Floor, New York, NY 10017
93
Wealthminder
score

Michael Cohen (CRD# 2288893) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in New York, NY and has over 24 years of experience in the finance industry.

3
Lauren S. Cosulich
CRD#: 5158614
535 Mission Street, San Francisco, CA 94105
93
Wealthminder
score

Lauren Cosulich (CRD# 5158614) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in San Francisco, CA and has over 11 years of experience in the finance industry.

4
Peter C. Gambee
CRD#: 4164966
2 Grand Central Tower, 140 E 45th Street, 34th Floor, New York, NY 10017
93
Wealthminder
score

Peter Gambee (CRD# 4164966) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in New York, NY and has over 17 years of experience in the finance industry.

5
Peter C. Lee
CRD#: 4981754
353 N. Clarke Street, Chicago, IL 60654
93
Wealthminder
score

Peter Lee (CRD# 4981754) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in Chicago, IL and has over 11 years of experience in the finance industry.

6
Jerome D. Lucas
CRD#: 1314420
2 Grand Central Tower, 140 E 45th Street, 34th Floor, New York, NY 10017
93
Wealthminder
score

Jerome Lucas (CRD# 1314420) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in New York, NY and has over 23 years of experience in the finance industry.

7
Thomas P. Palecek
CRD#: 4874890
535 Mission Street, San Francisco, CA 94105
93
Wealthminder
score

Thomas Palecek (CRD# 4874890) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in San Francisco, CA and has over 12 years of experience in the finance industry.

8
Daniela Pedley
CRD#: 3081971
535 Mission Street, San Francisco, CA 94105
93
Wealthminder
score

Daniela Pedley (CRD# 3081971) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in San Francisco, CA and has over 17 years of experience in the finance industry.

9
John W. Scarborough
CRD#: 4986025
535 Mission Street, San Francisco, CA 94105
93
Wealthminder
score

John Scarborough (CRD# 4986025) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in San Francisco, CA and has over 12 years of experience in the finance industry.

10
Joseph W. Shenton
CRD#: 4389342
353 N. Clarke Street, Chicago, IL 60654
93
Wealthminder
score

Joseph Shenton (CRD# 4389342) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in Chicago, IL and has over 16 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.