Paul
Hoskin
Summit Trail Advisors, LLC
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About this Advisor
Paul Hoskin is a financial advisor based in New York, New York, working with Summit Trail Advisors, LLC. Paul has previously held positions at Citigroup Global Markets Inc, Retired, Bmo Bank Na, Bancwest Investment Services, Inc, Lpl Financial LLC, and Summit Trail Advisors, LLC. Paul has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Paul is part of Summit Trail Advisors, LLC, which operates out of New York, New York. The firm has 10 offices and 107 employees. Summit Trail Advisors, LLC manages assets totaling $23.6 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Summit Trail Advisors, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Summit Trail Advisors, LLC Brokerage Details
$23,635,841,356
107
19,295
$1,224,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Paul Hoskin Work History
Summit Trail Advisors, LLC
Lpl Financial LLC
Bmo Bank Na
Bancwest Investment Services, Inc
Retired
Citigroup Global Markets Inc
Disclosures
Please visit the SEC profile of Paul Hoskin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Summit Trail Advisors, LLC
Chevy Chase, MD
Corte Madera, CA
New York, NY
New York, NY
Chicago, IL
New York, NY
New York, NY
New York, NY
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