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2 Grand Central Tower 140 E 45Th Street, 28Th Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2015-07-24 |
Branch Locations
353 N. Clarke Street, Chicago, IL 60654 • 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 | Chicago | IL | 02/2017 | Present |
1. SUMMIT TRAIL ADVISORS, LLC, INVESTMENT RELATED, 140 E. 45TH STREET, NEW YORK, NY 10017, RIA, PARTNER, 07/24/2015, 160 HOURS/MONTH ALL WITHIN SECURITIES TRADING HOURS, ADVISOR. 2. LAKE MARY VENTURES, LLC, INVESTMENT-RELATED, 850 NEW BURTON ROAD, SUITE 201, DOVER, DE 19904, PERSONAL INVESTMENT HOLDINGS, MANAGER, 02/19/2016, 1 HR/MONTH, 0 HRS/MONTH DURING SECURITIES TRADING HOURS, EVALUATING PERSONAL INVESTMENTS. 3. Solder True Life Foundation, Advisor to Board, Not investment related, 1 hour month. 4.Morfo Azul, LLC, manager, LLC to own interest in Real Estate Investment, 1 hour per month, not compensated. 5.-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. December 2022.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-30 |
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