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 21 - 26 of 26 top financial advisors.
21
Jonathan Nickow, financial advisor Chicago IL
Jonathan L. Nickow
CRD#: 6759969
353 North Clark Street, Chicago, IL 60654

Jonathan Nickow (CRD# 6759969) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in Chicago, IL and has over 6 years of experience in the finance industry.

22
John Saxe, financial advisor New York NY
John D. Saxe
CRD#: 2990488
2 Grand Central Tower, 140 E 45th Street, 28th Floor, New York, NY 10017

John Saxe (CRD# 2990488) 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.

23
Alexander Shapses, financial advisor New York NY
Alexander Shapses
CRD#: 4416887
2 Grand Central Tower, 140 E 45th Street, 28th Floor, New York, NY 10017

Alexander Shapses (CRD# 4416887) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in New York, NY and has over 21 years of experience in the finance industry.

24
Sarah Silverio, financial advisor New York NY
Sarah N. Silverio
CRD#: 5362906
2 Grand Central Tower, 140 E 45th Street, 28th Floor, New York, NY 10017

Sarah Silverio (CRD# 5362906) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in New York, NY and has over 15 years of experience in the finance industry.

25
Justin Waterman, financial advisor New York NY
Justin C. Waterman
CRD#: 4569649
2 Grand Central Tower, 140 E 45th Street, 28th Floor, New York, NY 10017

Justin Waterman (CRD# 4569649) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in New York, NY and has over 21 years of experience in the finance industry.

26
Jonathan Wilson, financial advisor Corte Madera CA
Jonathan Wilson
CRD#: 7445715
Corte Madera, CA

Jonathan Wilson (CRD# 7445715) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in Corte Madera, CA and has 1 year of experience in the finance industry.

PREV ... 1 2 3

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals