Summit Trail Advisors, LLC
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About this Advisor
Benjamin Johnson is a chartered financial analyst based in New York, New York, who has 10 years of work experience. Johnson is an advisor for Summit Trail Advisors, LLC. Their career trajectory has included roles at Barclays Capital Inc, Summit Trail Securities, LLC and Summit Trail Advisors LLC. Johnson maintains a Series 63 license, qualifying them as a securities agent, and is registered to advise clients in Illinois. Summit Trail Advisors, LLC is a financial advisory company operating out of New York, New York. The firm has offices in four locations and a total of 38 financial advisors. It handles $5 billion in assets among its 2,967 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 19 charities and foundations. Of its 2,967 client accounts, just 9% belong to high-net-worth investors who have at least $1 million in assets available to invest. Summit Trail Advisors, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services depend on which services the firm provides the client. However, fee types billed by Summit Trail Advisors, LLC can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Summit Trail Advisors, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Benjamin Johnson Work History
Benjamin has 10 years of experience.
Summit Trail Securities, LLC
Summit Trail Advisors LLC
Barclays Capital Inc
Benjamin Johnson has no disclosures.
Please visit their SEC profile for more details.