Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle McHugh has been an active financial professional since 1999, holding registrations with both FINRA and the SEC. Danielle has a strong background in investment banking and brokerage having worked for leading firms such as Lehman Brothers, Morgan Stanley and Barclays. In 2015 Danielle joined Summit Trail Advisors, LLC, a firm specializing in family office services, portfolio management, and investment consulting. Danielle's primary focus is on providing wealth management solutions to high-net-worth individuals, families, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Outsourced chief investment officer services / family office services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
07/27/2021 - Present
Summit Trail Advisors, LLC (NEW YORK NY)
NY
09/14/2015 - 03/07/2017
PURSHE KAPLAN STERLING INVESTMENTS (New York NY)
NY
09/22/2008 - 08/08/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
09/24/2003 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
04/26/1999 - 09/24/2003
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
01/04/1999 - 04/26/1999
SCHRODER & CO. INC. (NEW YORK NY)
BOTH
Issued 03/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2010
Series 3 - National Commodity Futures Examination
BC
Issued 01/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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