Justin
Waterman
Summit Trail Advisors, LLC
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About this Advisor
Justin Waterman is a financial advisor operating in New York, New York who has 2 years of relevant experience. Waterman is currently employed by Summit Trail Advisors, LLC. Waterman has gained experience at Citigroup, Fischer & Company and Summit Trail Advisors, LLC. Waterman has Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to work in New York. Summit Trail Advisors, LLC is a financial advisory business that has its headquarters in New York, NY. The investment advisory business has offices in six locations and a total of 93 people on staff. It oversees $15 billion in assets under management among its 4,953 client accounts, making it one of the largest firms in the nation by assets under management. The firm advises 98 charitable organizations. Of its 4,953 client accounts, 56% are held by high-net-worth investors who have more than $1 million in assets. The company offers a wide array 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. Fees for financial advice typically are based on which services the firm provides the client. However, fees charged by Summit Trail Advisors, LLC can consist 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
Justin Waterman Work History
Justin has been registered as a financial advisor for 2 years.*
Summit Trail Advisors, LLC
Fischer & Company
Citigroup
*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 Justin Waterman 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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