Thomas
Palecek
Summit Trail Advisors, LLC
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About this Advisor
Thomas Palecek is a financial advisor based in San Francisco, California with 8 years of industry experience. Palecek is an advisor for Summit Trail Advisors, LLC. Over the course of their career, they have held roles at Barclays Capital Inc, Summit Trail Advisors LLC, Purshe Kaplan Sterling Investments and Summit Trail Securities, LLC. Palecek has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in California and Nevada. Summit Trail Advisors, LLC is a company that has its headquarters in New York, NY. It has offices in six locations and a total of 93 financial advisors. It controls $15 billion in total assets among its 4,953 customer accounts, placing it among the largest firms in the United States by assets under management. The firm serves 98 charitable organizations. Of its 4,953 customer accounts, 56% belong to high-net-worth individuals who have more than $1 million in investable assets. Summit Trail Advisors, LLC performs a broad set 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. A financial advisor's fee schedules typically depend on which service is provided. Fee types charged by Summit Trail Advisors, LLC most likely consist of any combination 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
Thomas Palecek Work History
Thomas 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 Thomas Palecek 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
Chicago, IL
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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