Benjamin
Johnson

Summit Trail Advisors, LLC

CRD#4833600
Investment Advisor
in New York, NY
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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

Series 63, Chartered Financial Analyst

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

2 Grand Central Tower 140 E 45Th Street, 34Th Floor
New York, NY 10017

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Summit Trail Advisors, LLC Brokerage Details

Total Assets Under Management

$5,185,647,501

NY Average: $7,464,549,021
Total Number of Employees

38

NY Average: 88
Total Number of Accounts

2,967

NY Average: 3,892
Average Account Size

$1,747,775

NY Average: $1,917,921

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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.

2017 - Present (2 years)

Summit Trail Securities, LLC

2015 - Present (4 years)

Summit Trail Advisors LLC

2008 - 2015 (7 years)

Barclays Capital Inc

Disclosures

Benjamin Johnson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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