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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-20 |
Branch Locations
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 |
|---|---|---|---|---|
| Clarfeld Financial Advisors, Llc | Tarrytown | NY | 02/2009 | 10/2024 |
| Summit Trail Advisors, Llc | New York | NY | 11/2024 | Present |
1) Attorney; Investment-related; Larchmont, NY 10538; Practicing attorney; Investment-related work; Start date: 02/1998; 1 hour / month; 0 hours during securities trading hours. 2) Lenar Holdings LLC; Investment-related; 79 Penn Road, Scarsdale, NY 10583; Co-manager / Trustee; Advisor to investment portfolio of a family LLC; Start date: 02/2024; 1 hour / month; 0 hours during securities trading hours. 3) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; 10 hours / month; 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-11-02 |
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