Danielle Mchugh is a registered investment advisor, based in New York, NY, with 27 years of industry experience.
Location
2 Grand Central Tower, 140 E 45th Street, 28th Floor, New York, NY, 10017
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Danielle works as an advisor at Summit Trail Advisors, a registered investment advisor. This is a full-time commitment for Danielle.
Employment History
Current Registrations
Summit Trail Securities, LLCBroker
March 2017 - Present · 9 yrs 1 mo
Summit Trail Advisors, LLC
August 2016 - Present · 9 yrs 8 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
September 2015 - March 2017 · 1 yr 6 mos
Barclays Capital INC.
March 2009 - August 2015 · 6 yrs 5 mos
Barclays Capital INC.Broker
September 2008 - August 2015 · 6 yrs 11 mos
Lehman Brothers INC.
May 2008 - October 2008 · 5 mos
Lehman Brothers INC.Broker
September 2003 - September 2008 · 5 yrs
Morgan Stanley & CO., IncorporatedBroker
April 1999 - September 2003 · 4 yrs 5 mos
Schroder & CO. INC.Broker
January 1999 - April 1999 · 3 mos
State Registrations3 states
CANYSC
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.