Inactive

Matthew Fielding Marsh

Summit Trail Advisors, LLC

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Current Employers

Summit Trail Advisors, Llc

2 Grand Central Tower 140 E 45Th Street, 28Th Floor, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2024-05-30

CO RA
APPROVED

Since 2024-05-30

Branch Locations

2 Grand Central Tower 140 E 45Th Street, 28Th Floor, New York, NY 10017 • United States

4600 South Syracuse 9Th Floor, Denver, CO 80237 • 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

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

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

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-12-31
S63	Uniform Securities Agent State Law Examination	2001-12-20

S66 Uniform Combined State Law Examination

2003-12-31
S63 Uniform Securities Agent State Law Examination

2001-12-20

Designations

Other Names

Matt Marsh

View on SEC IAPD

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STEVEN MARC MUEHLGAY

STEPHANIE LYNN FAGENSON

Logan Stephen Michals

JONATHAN HARRY SIEGEL

HAL WILLIAM BROWN

RICCARDO MARIA RAINIERI

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

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