SUMMIT TRAIL ADVISORS, LLC

NEW YORK, New York·13 registered advisors·CRD# 220519
SEC# 801-993525212-812-7010
01

Firm Overview

AUM
$20.0B
Regulatory assets under management
Employees
95
Total firm employees
Advisors
13
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SUMMIT TRAIL ADVISORS, LLC

13 registered advisors
Benjamin Paul Johnson
NEW YORK, New York
Daniela Pedley
NEW YORK, New York
David Wade Romhilt
NEW YORK, New York
Jack Barry Petersen
NEW YORK, New York
John Duff Saxe
NEW YORK, New York
John P Mcguinness
NEW YORK, New York
John William Scarborough
NEW YORK, New York
Joseph Erigo
NEW YORK, New York
Keith Martin Callanan
NEW YORK, New York
Peter Christopher Lee
NEW YORK, New York
Seth Aaron Katz
NEW YORK, New York
Thomas Kershaw Harms
NEW YORK, New York
Thomas Peter Palecek
NEW YORK, New York
05

Office Locations

NEW YORK, New York
13 advisors

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Data sourced from SEC Form ADV filings. SUMMIT TRAIL ADVISORS, LLC (CRD# 220519) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.