Summit Trail Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

220519

SEC number

801-99352

Firm type

RIA

Assets under management

$19.9B as of May 26, 2026

Website

summittrail.com ↗

Phone

212-812-7010

Address

2 Grand Central Tower, New York, NY, 10017

Advisors at this firm

30 in our index · page 1 of 1

• Michael Charles CohenCRD 2288893 · New York, NY
  IA RegisteredBroker
• Lauren Sardina CosulichCRD 5158614 · San Francisco, CA
  IA RegisteredBroker
• Kevin Charles CurtisCRD 2147289 · Harrisburg, PA
  IA RegisteredBroker
• Jerome C DerenCRD 5019203 · Dallas, TX
  IA Registered
• Peter C. GambeeCRD 4164966 · New York, NY
  IA RegisteredRegistration inactive
• David Ryan HultmanCRD 2157136 · San Francisco, CA
  IA RegisteredBroker
• Robert Andres Homar LopezCRD 6087528 · New York, NY
  IA RegisteredRegistration inactive
• Paul Damien HoskinCRD 1144823 · Newport Beach, CA
  IA RegisteredRegistration inactive
• Dimitre IvanovCRD 4449178 · Chicago, IL
  IA RegisteredRegistration inactive
• Benjamin Paul JohnsonCRD 4833600 · Aurora, IL
  IA RegisteredBroker
• Seth Aaron KatzCRD 5842513 · New York, NY
  IA RegisteredBroker
• Peter Christopher LeeCRD 4981754 · Chicago, IL
  IA RegisteredBroker
• Danielle Rae LoutonCRD 4923643 · San Francisco, CA
  IA Registered
• Jerome D LucasCRD 1314420 · New York, NY
  IA RegisteredRegistration inactive
• Danielle Patricia MchughCRD 3099688 · New York, NY
  IA RegisteredBroker
• Matthew Fielding MarshCRD 2656188 · Denver, CO
  IA RegisteredRegistration inactive
• Jonathan Louis NickowCRD 6759969 · Chicago, IL
  IA RegisteredBroker
• Thomas Peter PalecekCRD 4874890 · Incline Village, NV
  IA RegisteredBroker
• Daniela PedleyCRD 3081971 · San Francisco, CA
  IA RegisteredBroker
• Jack Barry PetersenCRD 2380594 · New York, NY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jonathan Stephen PowellCRD 6285754 · New York, NY
  IA RegisteredBroker
• Jose Alberto ReynosoCRD 2746398 · New York, NY
  IA Registered
• David Wade RomhiltCRD 4435504 · New York, NY
  IA Registered
  Disclosure event(s) on record
• Michelle Walker RuddCRD 2550771 · New York, NY
  IA RegisteredBroker
• Shima SalehiCRD 5646415 · Lake Oswego, OR
  IA RegisteredRegistration inactive
• John William ScarboroughCRD 4986025 · San Francisco, CA
  IA RegisteredBroker
• Megan Sclafani VaccaCRD 4857695 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Jonathan Douglas WilliamsCRD 5278496 · Harrisburg, PA
  IA RegisteredRegistration inactive
• Jonathan WilsonCRD 7445715 · Corte Madera, CA
  IA Registered
• Lawrence Aloysius WhippleCRD 2701809 · Wayzata, MN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.