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Paul Damien Hoskin

Summit Trail Advisors, LLC

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About Paul Damien Hoskin

Paul Damien Hoskin is a financial advisor with Summit Trail Advisors, LLC, a firm headquartered in New York City. Paul Hoskin has over 30 years of experience in the financial services industry. Paul Hoskin has a strong track record of providing financial planning, portfolio management, and other investment advisory services to high-net-worth individuals, families, businesses, charitable organizations, and pension and profit-sharing plans. Paul Hoskin is also a Certified Financial Planner (CFP®). Prior to joining Summit Trail Advisors, LLC, Paul Hoskin was a financial advisor at LPL Financial LLC, BANCWEST INVESTMENT SERVICES, INC., Citi Private Advisory, LLC, Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC., UST Securities Corp., City National Securities, Inc., and Charles Schwab & Co., Inc.

Firm Information

Paul Hoskin 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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Paul Hoskin’s Registration & Firm History

NY

08/19/2024 - Present

Summit Trail Advisors, LLC (NEW YORK NY)

CA

07/19/2023 - 09/03/2024

LPL FINANCIAL LLC (NEWPORT BEACH CA)

CA

03/25/2022 - 07/19/2023

BANCWEST INVESTMENT SERVICES, INC. (NEWPORT BEACH CA)

CA

02/17/2017 - 06/08/2020

CITI PRIVATE ADVISORY, LLC (Costa Mesa CA)

CA

11/21/2013 - 06/08/2020

CITIGROUP GLOBAL MARKETS INC. (COSTA MESA CA)

CA

10/23/2009 - 10/14/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT BEACH CA)

CA

03/12/2008 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (NEWPORT BEACH CA)

CT

09/24/2007 - 03/12/2008

UST SECURITIES CORP. (STAMFORD CT)

CA

12/11/2006 - 08/31/2007

CITY NATIONAL SECURITIES, INC. (IRVINE CA)

CT

02/17/2005 - 11/06/2006

UST SECURITIES CORP. (STAMFORD CT)

TX

10/02/2000 - 10/21/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NE

11/07/1997 - 10/06/2000

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

CA

12/15/1994 - 11/07/1997

KENNEDY, CABOT & CO. (BEVERLY HILLS CA)

NA

01/12/1993 - 08/10/1994

DAIN BOSWORTH INCORPORATED

MO

10/18/1991 - 01/01/1993

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

CA

10/23/1985 - 01/08/1991

CROWELL, WEEDON & CO. (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 01/23/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/23/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/01/1998

Series 4 - Registered Options Principal Examination

BC

Issued 01/05/1998

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 09/25/1995

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/03/2017

Series 31 - Futures Managed Funds Examination

BC

Issued 10/19/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Damien Hoskin.
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