Daniela
Pedley
Summit Trail Advisors, LLC
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About this Advisor
Daniela Pedley is a financial advisor working in San Francisco, California with 8 years of relevant experience. Pedley is currently employed by Summit Trail Advisors, LLC. Over the course of their career, they have held roles at Barclays Capital Inc, Summit Trail Advisors, LLC, Summit Trail Securities, LLC and Purshe Kaplan Sterling Investments. Pedley holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to serve investors in California and Texas. Summit Trail Advisors, LLC is a company that has its headquarters in New York, NY. The investment advisory business has offices in six locations and a total of 93 employees. It controls $15 billion in total assets between its 4,953 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 98 charities and foundations. Of its 4,953 accounts, 56% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules typically vary depending on which services the firm provides the client. Fee types billed by Summit Trail Advisors, LLC may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Summit Trail Advisors, LLC Brokerage Details
$14,487,629,910
93
4,953
$2,925,021
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Daniela Pedley Work History
Daniela has been registered as a financial advisor for 8 years.*
Summit Trail Securities, LLC
Summit Trail Advisors, LLC
Purshe Kaplan Sterling Investments
Barclays Capital Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniela Pedley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Summit Trail Advisors, LLC
Corte Madera, CA
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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