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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 | APPROVED | 2026-01-05 |
| NY | RA | APPROVED | 2021-07-29 |
Branch Locations
2 Grand Central Tower, 145 E 45Th Street 34Th Floor, New York, NY 10017 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Trail Advisors,Llc | New York | NY | 07/2015 | Present |
| Summit Trail Securities, Llc | New York | NY | 04/2017 | Present |
1. Summit Trail Advisors LLC, investment-related, 140 E. 45th Street, New York, NY 10017, RIA, Partner, 07/24/2015, 160 hrs/month all within securities trading hours, managing partner. 2. SUMMIT TRAIL SECURITIES, LLC, INVESTMENT RELATED, SAME ADDRESS, BROKER DEALER, REGISTERED REPRESENTATIVE, 7/2017, 5-10 HOURS DEVOTED DURING SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-01 |
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