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Shima Salehi

Summit Trail Advisors, LLC

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About Shima Salehi

Shima Salehi is a registered investment advisor representative with Summit Trail Advisors, LLC. Shima has been in the financial industry since 2011, and previously worked at LPL FINANCIAL LLC, BancWest Investment Services, Inc., and Wells Fargo Advisors, LLC. Shima holds the Series 7, Series 63, Series 65, and Series 24 licenses.

Firm Information

Shima Salehi 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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Shima Salehi’s Registration & Firm History

NY

05/31/2024 - Present

Summit Trail Advisors, LLC (NEW YORK NY)

OR

07/19/2023 - 06/10/2024

LPL FINANCIAL LLC (Lake Oswego OR)

OR

03/03/2016 - 07/19/2023

BANCWEST INVESTMENT SERVICES, INC. (Lake Oswego OR)

OR

06/10/2011 - 03/14/2016

WELLS FARGO ADVISORS, LLC (PORTLAND OR)

CA

03/27/2009 - 06/16/2009

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 08/06/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/02/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/18/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/26/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shima Salehi.
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