Matthew Fielding Marsh

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 10/2019
  Dynasty Wealth Management, Llc
  New York, NY
• 10/2016 → 10/2019
  Dynasty Securities, Llc
  New York, NY
• 10/2019 → 02/2023
  Bancwest Investment Services
  Denver, CO
• 10/2019 → 05/2024
  Bmo Bank Na
  Denver, CO
• 07/2023 → 05/2024
  Lpl Financial Llc
  Centennial, CO
• 05/2024 → Present
  Summit Trail Advisors, Llc
  Denver, CO

Previous Registrations

• 2023-07-19 → 2024-06-10
  Lpl Financial Llc
  Centennial, CO
• 2019-10-28 → 2023-07-19
  Bancwest Investment Services, Inc.
  Denver, CO
  Centennial, CO
• 2017-03-21 → 2019-11-29
  Dynasty Wealth Management, Llc
  Denver, CO
  St. Petersburg, FL
• 2009-06-01 → 2016-07-14
  Morgan Stanley
  Denver, CO
• 2006-03-09 → 2009-06-01
  Citigroup Global Markets Inc.
  Denver, CO
• 2004-02-28 → 2004-10-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2003-12-31
• S63 Uniform Securities Agent State Law Examination
  2001-12-20

Designations

• Certified Financial Planner

Other Names

• Matt Marsh