Thomas Palecek is a registered investment advisor, based in San Francisco, CA, with 20 years of industry experience.
Location
535 Mission Street, San Francisco, CA, 94105
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas is a partner at Summit Trails Advisors LLC, working full-time as an advisor. He also serves as trustee for several life insurance trusts and is a partner at Snowcrest Partners, LLC, dedicating minimal time to investment guidance.
Employment History
Current Registrations
Summit Trail Securities, LLCBroker
Summit Trail Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Barclays Capital INC.
Barclays Capital INC.Broker
Goldman, Sachs & CO.Broker
State Registrations2 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.