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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Daniela is a Partner at Summit Trail Advisors, LLC, dedicating full-time hours as an Investment Advisor. She also serves as a board member for Congo Voice, a charity, and is a member of the Advisory Committee for Futures Without Violence, another charity, dedicating minimal time to each.