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Peter Christopher Lee

Summit Trail Advisors, LLC

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About Peter Christopher Lee

Peter Christopher Lee is a registered investment advisor representative with Summit Trail Advisors, LLC. Peter has been in the industry since 2006 and holds the Series 3, Series 7, and Series 66 licenses. Peter has previous experience with Barclays Capital Inc., Lehman Brothers Inc., and Purshe Kaplan Sterling Investments. Peter is registered with the state of Illinois as an investment advisor representative.

Firm Information

Peter Lee 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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Peter Lee’s Registration & Firm History

IL

07/24/2015 - Present

Summit Trail Advisors, LLC (CHICAGO IL)

IL

07/24/2015 - 08/16/2016

PURSHE KAPLAN STERLING INVESTMENTS (Chicago IL)

IL

09/22/2008 - 08/08/2015

BARCLAYS CAPITAL INC. (CHICAGO IL)

IL

08/25/2006 - 09/22/2008

LEHMAN BROTHERS INC. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 08/30/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2014

Series 3 - National Commodity Futures Examination

BC

Issued 08/24/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Christopher Lee.
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