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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter C. Gambee is an investment advisor representative at Summit Trail Advisors, LLC. Peter has been in the industry since September 24, 2000 and has experience with a variety of firms, including Barclays Capital Inc., Lehman Brothers Inc., and J.P. Morgan Securities Inc. Peter is registered in New York and Texas. Peter's firm, Summit Trail Advisors, is headquartered in New York City and specializes in portfolio management, family office services and outsourced chief investment officer services.
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
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
03/28/2005 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
09/25/2000 - 03/29/2005
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 03/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2014
Series 3 - National Commodity Futures Examination
BC
Issued 09/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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