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Danielle Rae Louton

Summit Trail Advisors, LLC

New York, NY

San Francisco, CA

CRD 4923643

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Employer firm

Summit Trail Advisors, LLC CRD 220519

$19.9B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • OUTSOURCED CHIEF INVESTMENT OFFICER SERVICES/ FAMILY OFFICE SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Summit Trail Advisors, Llc

2 Grand Central Tower 140 E 45Th Street, 28Th Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-04-10
  • CA RA
    APPROVED
    Since 2024-04-10

Branch Locations

2 Grand Central Tower 140 E 45Th Street, 28Th Floor, New York, NY 10017 • United States

50 California Street Suite 1500, San Francisco, CA 94111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Bank San Francisco CA 03/2006 03/2020
Bank Of The West San Francisco CA 04/2020 09/2023
Family Wealth Strategist San Francisco CA 09/2023 02/2024
Summit Trail Advisors, Llc San Francisco CA 02/2024 Present
  • 03/2006 → 03/2020
    Wells Fargo Bank
    San Francisco, CA
  • 04/2020 → 09/2023
    Bank Of The West
    San Francisco, CA
  • 09/2023 → 02/2024
    Family Wealth Strategist
    San Francisco, CA
  • 02/2024 → Present
    Summit Trail Advisors, Llc
    San Francisco, CA
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Danielle Rae Dibert
  • Danielle Louton
  • Danielle Rae Louton

View on SEC IAPD

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