DR
CFA
DR
CFA

David Wade Romhilt

10 Years of Experience
1 Disclosure
Areas of Practice
Estate PlanningTax PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
1,139 clients
Average Client Portfolio
$20.8M average
Assets Under Management
$23.6B

Fee Structure

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Location

2 Wisconsin Circle, Suite 700, Chevy Chase, MD, 20815

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History

Regulatory History (1)
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Employment Separation After Allegations
March 2015
Employment History
Current Registrations
Summit Trail Advisors, LLC
September 2015 - Present · 10 yrs 5 mos
State Registrations2 states
MDNY
Advisor
Exams
No exam information available for this advisor.