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 15 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 23 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 10 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 16 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 10 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 22 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 11 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 16 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 11 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 15 years of experience in the finance industry.

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