Lauren
Cosulich
Summit Trail Advisors, LLC
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About this Advisor
Lauren Cosulich is a financial advisor based in Boston, Massachusetts who has 8 years of relevant experience. Cosulich is on the advisory team at Summit Trail Advisors, LLC. Their career trajectory has included roles at Barclays Capital Inc, Summit Trail Advisors, LLC, Purshe Kaplan Sterling Investments and Summit Trail Securities, LLC. Cosulich has Series 63 and Series 66 licenses, designating them as a securities agent, and is able to advise clients in California, Massachusetts and Texas. Summit Trail Advisors, LLC is an advisory firm based out of New York, NY. The company has offices in six locations and a total of 93 people on staff. It controls $15 billion in assets between its 4,953 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 98 charities and foundations. Of its 4,953 customer accounts, 56% belong to high-net-worth individuals who have greater than $1 million in investable assets. Summit Trail Advisors, LLC has a number of services, including 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. Fees for financial advisory services usually are based on which services the firm provides the client. However, fees charged by Summit Trail Advisors, LLC likely include 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
Lauren Cosulich Work History
Lauren 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 Lauren Cosulich 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
Chicago, IL
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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