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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ryan Hultman is a financial advisor with Summit Trail Advisors, LLC, a firm that provides investment advice to high-net-worth individuals, families, and institutions. David is registered in California as an investment advisor representative. David has over 20 years of experience in the financial services industry. David has worked with a variety of clients, including individuals, families, corporations, and charitable organizations. David provides a range of services, including financial planning, portfolio management, and investment advisory services. David specializes in developing customized financial plans that meet the unique needs of each client. David has extensive experience working with clients in a variety of industries, including technology, healthcare, and real estate. David is committed to providing his clients with the highest level of service and is dedicated to helping them achieve their financial goals.
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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CA
01/01/2025 - Present
Summit Trail Advisors, LLC (SAN FRANCISCO CA)
CA
07/19/2023 - 03/05/2024
LPL FINANCIAL LLC (SAN FRANCISCO CA)
CA
09/28/2010 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (SAN FRANCISCO CA)
MT
12/18/2003 - 08/17/2010
D.A. DAVIDSON & CO. (GREAT FALLS MT)
BC
Issued 08/31/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/27/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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