Summit Trail Advisors, LLC

Summit Trail Advisors, LLC (CRD# 220519) is a financial advisory firm headquartered in New York, NY. They manage $14,487,629,910 in 4,953 accounts and serve the financial needs of clients across 34 states (or territories).

By the Numbers
  • Total Assets Under Management
    14,488
    MILLION
  • Total Number of Accounts
    4,953
    ACCOUNTS
  • Average Account Value
    $2,925,021
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CT, DC, DE, FL, GA, HI, IL, IN, LA, MA, MD, MI, MO, NC, NH, NJ, NV, NY, OH, OR, PA, PR, RI, SC, SD, TX, UT, VA, WA, WI, WY

Financial Advisors at Summit Trail Advisors, LLC
Showing 1 - 10 of 25 top financial advisors.
1
Michael C. Cohen
CRD#: 2288893
2 Grand Central Tower, 140 E 45th Street, 28th Floor, New York, NY 10017

Michael Cohen (CRD# 2288893) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in New York, NY and has over 31 years of experience in the finance industry.

2
Lauren S. Cosulich
CRD#: 5158614
101 Arch Street, #1950, Boston, MA 02110

Lauren Cosulich (CRD# 5158614) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in Boston, MA and has over 17 years of experience in the finance industry.

3
Kevin C. Curtis
CRD#: 2147289
330 East Park Drive, Harrisburg, PA 17111

Kevin Curtis (CRD# 2147289) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in Harrisburg, PA and has over 32 years of experience in the finance industry.

4
Peter C. Gambee
CRD#: 4164966
2 Grand Central Tower, 140 E 45th Street, 28th Floor, New York, NY 10017

Peter Gambee (CRD# 4164966) 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.

5
Benjamin P. Johnson
CRD#: 4833600
Aurora, IL

Benjamin Johnson (CRD# 4833600) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in Aurora, IL and has over 19 years of experience in the finance industry.

6
Peter C. Lee
CRD#: 4981754
353 N. Clarke Street, Chicago, IL 60654

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.

7
Jerome D. Lucas
CRD#: 1314420
2 Grand Central Tower, 140 E 45th Street, 28th Floor, New York, NY 10017

Jerome Lucas (CRD# 1314420) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in New York, NY and has over 30 years of experience in the finance industry.

8
Danielle P. McHugh
CRD#: 3099688
2 Grand Central Tower, 140 E 45th Street, 28th Floor, New York, NY 10017

Danielle McHugh (CRD# 3099688) 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.

9
Thomas P. Palecek
CRD#: 4874890
535 Mission Street, San Francisco, CA 94105

Thomas Palecek (CRD# 4874890) 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.

10
Daniela Pedley
CRD#: 3081971
535 Mission Street, San Francisco, CA 94105

Daniela Pedley (CRD# 3081971) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in San Francisco, CA and has over 23 years of experience in the finance industry.

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