David Hultman is a registered investment advisor, based in San Francisco, CA, with 23 years of industry experience.
Location
50 California Street, Suite 1500, San Francisco, CA, 94111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David works as a registered representative for Summit Trail Securities, LLC and as an investment advisor for Summit Trail Advisors, LLC. Both roles are investment-related and each takes about a quarter of his time.
Employment History
Current Registrations
Summit Trail Securities, LLCBroker
Summit Trail Advisors, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Bancwest Investment Services, INC. (bwis)
Bancwest Investment Services, INC.Broker
Davidson Investment Advisors, INC.
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.