Kevin
Curtis

Summit Trail Advisors, LLC

CRD#2147289
Investment Advisor
in Harrisburg, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kevin Curtis is a certified financial planner who works in Harrisburg, Pennsylvania who has 4 years of industry experience. Curtis is on the advisory team at Summit Trail Advisors, LLC. Throughout their career, they have worked at M&T Securities, Inc, Summit Trail Securities, LLC, Summit Trail Advisors, LLC and Wilmington Trust, N.A. Curtis holds a Series 63 license, designating them as a securities representative, and can work in Pennsylvania. 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 advisors. It handles $15 billion in assets among its 4,953 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 98 charities and foundations. Of its 4,953 client accounts, 56% are held by high-net-worth clients who have at least $1 million in assets available to invest. Summit Trail Advisors, LLC provides a diverse set 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 charged by financial advisors largely depend on the services offered. Fee types charged by Summit Trail Advisors, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

330 East Park Drive
Harrisburg, PA 17111

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Summit Trail Advisors, LLC Brokerage Details

Total Assets Under Management

$14,487,629,910

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

93

PA Average: 88
Total Number of Accounts

4,953

PA Average: 3,892
Average Account Size

$2,925,021

PA Average: $1,917,921

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

Kevin Curtis Work History

Kevin has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Summit Trail Securities, LLC

2019 - Present (5 years)

Summit Trail Advisors, LLC

2012 - 2019 (7 years)

Wilmington Trust, N.A

1995 - 2019 (24 years)

M&T Securities, 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 Kevin Curtis 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

Jonathan Wilson
Corte Madera, CA
Brandon Inglis
New York, NY
Michelle Rudd
New York, NY
Dominick Trapasso
New York, NY
Sarah Silverio
New York, NY
Seth Katz
New York, NY
Justin Waterman
New York, NY
Jonathan Nickow
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started