Best Investors Account Sign in
Inactive

Danielle Rae Louton

Summit Trail Advisors, LLC

New York, NY

San Francisco, CA

Claim This Profile
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
Other Names
  • Danielle Rae Dibert
  • Danielle Louton
  • Danielle Rae Louton

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC
BRIGHTSPIRE CAPITAL ADVISORS, LLC
ACORN ADVISORY CAPITAL, L.P.
COMPASS GROUP LLC
CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor