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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 |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
535 Mission Street, San Francisco, CA 94105 • 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 | 11/2016 | Present |
1. SUMMIT TRAIL ADVISORS, LLC, INVESTMENT RELATED, 555 MISSION STREET, 28th Floor, SAN FRANCISCO, CA 94105, RIA, FOUNDING PARTNER, 07/24/2015, 160 HOURS DEVOTED A MONTH, 160 HOURS DEVOTED DURING SECURITIES TRADING HOURS, ADVISE HIGH NET WORTH CLIENTS. 2. SUMMIT TRAIL SECURITIES, LLC, INVESTMENT RELATED, 555 MISSION STREET, 28th Floor, SAN FRANCISCO, CA 94105, BROKER-DEALER, FOUNDING PARTNER, 02/17/2017, 1-10 HOURS DEVOTED A MONTH, 1 -10 HOURS DEVOTED DURING SECURITIES TRADING HOURS, COMMISSION BASED ACTIVITY 3. 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 2 hours a month during normal trading hours to these activities. March 2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-02 |
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