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David Wade Romhilt

Summit Trail Advisors, LLC

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About David Wade Romhilt

David Wade Romhilt is an investment advisor representative registered with Summit Trail Advisors, LLC. David has been in the industry since 2008. David holds the Series 7 and SIE securities licenses. David is a Chartered Financial Analyst. David has previously worked at Barclays Capital Inc. Summit Trail Advisors, LLC has 32 registered representatives and 28 investment advisor representatives. Summit Trail Advisors, LLC is a registered investment advisor with offices in New York and Chevy Chase. Summit Trail Advisors, LLC manages approximately $19,967,870,619 in assets.

Firm Information

David Romhilt 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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percentage of assets

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

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David Romhilt’s Registration & Firm History

MD

07/27/2021 - Present

Summit Trail Advisors, LLC (CHEVY CHASE MD)

NY

11/03/2011 - 04/01/2015

BARCLAYS CAPITAL INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/01/2015

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for David Wade Romhilt. Review regulatory record here.
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