Benjamin
Johnson
Summit Trail Advisors, LLC
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About this Advisor
Benjamin Johnson is a chartered financial analyst who works out of Aurora, Illinois with a total of 7 years of relevant experience. Johnson works at Summit Trail Advisors, LLC. Over the course of their career, they have held roles at Barclays Capital Inc, Summit Trail Advisors LLC and Summit Trail Securities, LLC. Johnson maintains a Series 63 license, certifying them as a securities agent, and can operate in Illinois. Summit Trail Advisors, LLC is a company based in New York, NY. The firm has offices in six locations and a total of 93 financial advisors. It has $15 billion in assets between its 4,953 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to 98 charitable organizations. Of its 4,953 accounts, 56% belong to high-net-worth investors who have more than $1 million in investable assets. 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, pension consulting services, selection of other advisers and other services. Financial management fee schedules vary depending on which service is offered. However, fee types charged by Summit Trail Advisors, LLC can be comprised 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
Benjamin Johnson Work History
Benjamin has been registered as a financial advisor for 7 years.*
Summit Trail Securities, LLC
Summit Trail Advisors LLC
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 Benjamin Johnson 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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