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Megan Sclafani Vacca

Summit Trail Advisors, LLC

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About Megan Sclafani Vacca

Megan Vacca is a registered investment advisor representative with Summit Trail Advisors, LLC. Megan has been in the financial services industry since 2005. Megan is a registered representative in both New York and Texas. Megan has previous experience with Barclays Capital Inc. and Lehman Brothers Inc., and UBS Financial Services Inc. Prior to joining Summit Trail Advisors, Megan worked as an advisor at Purshe Kaplan Sterling Investments.

Firm Information

Megan Vacca 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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Megan Vacca’s Registration & Firm History

NY

10/12/2015 - Present

Summit Trail Advisors, LLC (NEW YORK NY)

NY

10/12/2015 - 03/07/2017

PURSHE KAPLAN STERLING INVESTMENTS (New York NY)

NY

09/22/2008 - 10/22/2015

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

09/14/2005 - 09/22/2008

LEHMAN BROTHERS INC. (NEW YORK NY)

NJ

03/03/2005 - 09/22/2005

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 05/25/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2014

Series 3 - National Commodity Futures Examination

BC

Issued 03/02/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Megan Sclafani Vacca. Review regulatory record here.
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