TrueAdvisor
TrueAdvisor
DI
DI

Dimitre Ivanov

Summit Trail Advisors, LLC
23 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Estate PlanningTax PlanningInsurance Planning
Summit Trail Advisors, LLC
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

Location

2 Grand Central Tower, 140 E 45th Street, 28th Floor, New York, NY, 10017

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History

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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Employment History
Current Registrations
Summit Trail Advisors, LLC
April 2024 - Present · 1 yr 10 mos
Previous Registrations
LPL Financial LLC
July 2023 - November 2023 · 4 mos
LPL Financial LLCBroker
July 2023 - November 2023 · 4 mos
Bancwest Investment Services, INC. (bwis)
October 2019 - July 2023 · 3 yrs 9 mos
Bancwest Investment Services, INC.Broker
October 2019 - July 2023 · 3 yrs 9 mos
UBS Financial Services INC.
August 2013 - October 2019 · 6 yrs 2 mos
UBS Financial Services INC.Broker
January 2010 - October 2019 · 9 yrs 9 mos
UBS International INC.Broker
July 2009 - January 2010 · 6 mos
UBS Securities LLCBroker
October 2001 - July 2009 · 7 yrs 9 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.