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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 | 2026-01-29 |
| MA | RA | APPROVED | 2017-02-06 |
| TX | RA | APPROVED | 2015-10-14 |
Branch Locations
101 Arch Street #1950, Boston, MA 02110 • United States
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 | 08/2015 | Present |
| Summit Trail Securities, Llc | New York | NY | 02/2017 | Present |
1)Summit Trail Advisors, Investment related, 140 E. 45th Street, New York, NY 10017, RIA, Partner, 08/17/2015, 160 hours/month all within securities trading hours, Advisor. 2)COMMUNITYWALK INC., NON-INVESTMENT RELATED BUSINESS, 1201 GREENWICH ST., #500, SAN FRANCISCO, CA 94109, CONSUMER WEBSITE MAPPING TOOL, SECRETARY, AFFILIATION START DATE 1/1/2006, 1 HOUR PER MONTH AFTER BUSINESS HOURS, PAPERWORK/DOCUMENT ASSISTANCE. 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 10 hours a month during normal trading hours to these activities. August 2022.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-02 |
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