linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Benjamin Paul Johnson

Summit Trail Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Benjamin? Claim Your Profile

About Benjamin Paul Johnson

Benjamin Johnson is a financial advisor at Summit Trail Advisors, LLC. Benjamin has been in the industry since 2005 and holds the Series 3, 7, and 63 licenses. Benjamin has prior experience at Barclays Capital Inc. and Lehman Brothers Inc.. Summit Trail Advisors, LLC is an investment advisor registered with the SEC and specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.

Firm Information

Benjamin Johnson is currently registered with Summit Trail Advisors, LLC. Summit Trail Advisors, LLC is an investment advisor registered with the SEC and based in NEW YORK, NY. The firm provides a range of services, including financial planning, pension consulting, and outsourced CIO services. Summit Trail Advisors has approximately $19.97 billion in regulatory assets under management and serves a variety of clients, including high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension plans. They offer wrap fee programs and have a team of 28 investment advisor representatives.
Summit Trail Advisors, LLC

2 GRAND CENTRAL TOWER

NEW YORK, NY 10017

$19.97B

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

outsourced chief investment officer services / family office services

Outsourced chief investment officer services / family office services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Benjamin Johnson’s Registration & Firm History

IL

08/11/2016 - Present

Summit Trail Advisors, LLC (AURORA IL)

IL

09/22/2008 - 07/23/2015

BARCLAYS CAPITAL INC. (CHICAGO IL)

IL

04/02/2007 - 09/22/2008

LEHMAN BROTHERS INC. (CHICAGO IL)

IL

08/12/2004 - 04/10/2007

SANFORD C. BERNSTEIN & CO., LLC (CHICAGO IL)

Not sure if Benjamin Paul Johnson is right for you?

Licenses & Designations

BC

Issued 08/25/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/31/2014

Series 3 - National Commodity Futures Examination

BC

Issued 08/11/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin Paul Johnson.
Not sure if Benjamin Paul Johnson is right for you?