Summit Trail Advisors, LLC

Summit Trail Advisors, LLC (CRD# 220519) is a financial advisory firm headquartered in New York, NY. They manage $3,258,952,646 in 3,948 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,259
    MILLION
  • Total Number of Accounts
    3,948
    ACCOUNTS
  • Average Account Value
    $825,469
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, CT, FL, GA, IL, MA, MD, MI, MN, NH, NJ, NV, NY, OH, PA, SC, TX, WI

Financial Advisors at Summit Trail Advisors, LLC
Showing 1 - 10 of 15 top financial advisors.
1
Benjamin P. Johnson
CRD#: 4833600
2 Grand Central Tower, 140 E 45th Street, 34th Floor, New York, NY 10017
96
Wealthminder
score

Benjamin Johnson (CRD# 4833600) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in New York, NY and has over 13 years of experience in the finance industry.

2
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 17 years of experience in the finance industry.

3
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 25 years of experience in the finance industry.

4
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.

5
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.

6
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.

7
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 24 years of experience in the finance industry.

8
Danielle P. McHugh
CRD#: 3099688
2 Grand Central Tower, 140 E 45th Street, 34th Floor, New York, NY 10017
93
Wealthminder
score

Danielle McHugh (CRD# 3099688) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in New York, NY and has over 19 years of experience in the finance industry.

9
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.

10
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 18 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.