Summit Trail Advisors, LLC

Summit Trail Advisors, LLC (CRD# 220519) is a financial advisory firm headquartered in New York, NY. They manage $17,651,630,433 in 10,249 accounts and serve the financial needs of clients across 37 states (or territories).

Current Firm Details
2 Grand Central Tower, 140 E 45th Street, 28th Floor, New York, NY 10017
https://www.linkedin.com/company/summit-trail-advisors/
By the Numbers
  • Total Assets Under Management
    17,652
    MILLION
  • Total Number of Accounts
    10,249
    ACCOUNTS
  • Average Account Value
    $1,722,278
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, 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

Financial Advisors at Summit Trail Advisors, LLC
Showing 11 - 20 of 26 top financial advisors.
11
Jack Petersen, financial advisor New York NY
Jack B. Petersen
CRD#: 2380594
2 Grand Central Tower, 145 E 45th Street, 34th Floor, New York, NY 10017

Jack Petersen (CRD# 2380594) 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.

12
David Romhilt, financial advisor Chevy Chase MD
David W. Romhilt
CRD#: 4435504
2 Wisconsin Circle, Suite 700, Chevy Chase, MD 20815

David Romhilt (CRD# 4435504) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in Chevy Chase, MD and has 1 year of experience in the finance industry.

13
Michelle Rudd, financial advisor New York NY
Michelle W. Rudd
CRD#: 2550771
2 Grand Central Tower, 140 E 45th Street, 28th Floor, New York, NY 10017

Michelle Rudd (CRD# 2550771) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in New York, NY and has over 29 years of experience in the finance industry.

14
John Scarborough, financial advisor San Francisco CA
John W. Scarborough
CRD#: 4986025
535 Mission Street, San Francisco, CA 94105

John Scarborough (CRD# 4986025) 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.

15
Dominick Trapasso, financial advisor New York NY
Dominick J. Trapasso
CRD#: 5191928
2 Grand Central Tower, 140 E 45th Street, 28th Floor, New York, NY 10017

Dominick Trapasso (CRD# 5191928) 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.

16
Megan Vacca, financial advisor New York NY
Megan S. Vacca
CRD#: 4857695
2 Grand Central Tower, 140 E 45th Street, 28th Floor, New York, NY 10017

Megan Vacca (CRD# 4857695) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in New York, NY and has over 18 years of experience in the finance industry.

17
Jonathan Williams, financial advisor Harrisburg PA
Jonathan D. Williams
CRD#: 5278496
330 East Park Drive, Harrisburg, PA 17111

Jonathan Williams (CRD# 5278496) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in Harrisburg, PA and has over 13 years of experience in the finance industry.

18
Adam Betancourt, financial advisor New York NY
Adam M. Betancourt
CRD#: 7410147
2 Grand Central Tower, 140 E 45th Street, 28th Floor, New York, NY 10017

Adam Betancourt (CRD# 7410147) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in New York, NY and has 1 year of experience in the finance industry.

19
Seth Katz, financial advisor New York NY
Seth A. Katz
CRD#: 5842513
2 Grand Central Tower, 140 E 45th Street, 28th Floor, New York, NY 10017

Seth Katz (CRD# 5842513) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in New York, NY and has over 8 years of experience in the finance industry.

20
Danielle Louton, financial advisor New York NY
Danielle R. Louton
CRD#: 4923643
2 Grand Central Tower, 140 E 45th Street, 28th Floor, New York, NY 10017

Danielle Louton (CRD# 4923643) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in New York, NY and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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