Best Investors
Account
Sign in
Best Investors
Account
Sign in
2 Grand Central Tower 140 E 45Th Street, 28Th Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2021-11-03 |
| CA | RA | APPROVED | 2015-07-27 |
Branch Locations
Incline Village, NV • United States
44 Montgomery Street Suite 3060, San Francisco, CA 94104 • United States
2 Grand Central Tower 140 E 45Th Street, 28Th Floor, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Trail Advisors Llc | New York | NY | 07/2015 | Present |
| Summit Trail Securities, Llc | San Francisco | CA | 04/2017 | Present |
1.SUMMIT TRAILS ADVISORS LLC, INVESTMENT-RELATED, 555 MISSION ST., 32nd Floor, SAN FRANCISCO, CA 94105, RIA, PARTNER, 07/24/2015, 160 HOURS/MONTH ALL WITHIN TRADING HOURS, ADVISOR. 2. The Advisor, in their individual capacity, serves in various roles for certain client trusts of the affiliated investment adviser and may receive separate compensation from the trusts for doing so. The Advisor may devote up to 10 hours a month during normal trading hours to these activities. May 2022 3.Trans Pacific Networks Cayman Holdings, board member not compensated, 4 hours per month 4. Icon Recovery Fund LLC, Manager and committee member, July 2021, 4 hour per month, not compensated
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-28 |
Reach out to this advisor