Unclaimed Profile

David Wade Romhilt

SUMMIT TRAIL ADVISORS, LLC·NEW YORK, New York

Clean recordSUMMIT TRAIL ADVISORS, LLC

2 GRAND CENTRAL TOWER, NEW YORK, NY 10017CRD# 4435504Firm CRD# 220519

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Wade Romhilt · NEW YORK, NY

Registration

CRD #4435504 · SUMMIT TRAIL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Wade Romhilt is a registered financial advisor based in NEW YORK, New York, affiliated with SUMMIT TRAIL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

SUMMIT TRAIL ADVISORS, LLC

AUM

$20.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at SUMMIT TRAIL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4435504

Firm CRD# 220519

View on FINRA BrokerCheck →

Looking for a financial advisor in NEW YORK?

Browse all registered financial advisors in NEW YORK, New York or claim this profile if it's yours.

Browse NEW YORK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Wade Romhilt offer?

David Wade Romhilt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEW YORK, New York for a consultation.

What are David Wade Romhilt's credentials?

David Wade Romhilt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Wade Romhilt located?

David Wade Romhilt is based in NEW YORK, New York, working with SUMMIT TRAIL ADVISORS, LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does David Wade Romhilt charge for services?

David Wade Romhilt's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUMMIT TRAIL ADVISORS, LLC?

SUMMIT TRAIL ADVISORS, LLC has approximately 95 employees and manages $20.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →