DM
DM

Danielle Patricia Mchugh

26 Years of Experience
Broker
Areas of Practice
Estate PlanningTax PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
1,139 clients
Average Client Portfolio
$20.8M average
Assets Under Management
$23.6B

Fee Structure

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Location

2 Grand Central Tower, 140 E 45th Street, 28th Floor, New York, NY, 10017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Danielle works as an advisor at Summit Trail Advisors, a registered investment advisor. This is a full-time commitment for Danielle.

Employment History
Current Registrations
Summit Trail Securities, LLCBroker
March 2017 - Present · 8 yrs 11 mos
Summit Trail Advisors, LLC
August 2016 - Present · 9 yrs 6 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
September 2015 - March 2017 · 1 yr 6 mos
Barclays Capital INC.
March 2009 - August 2015 · 6 yrs 5 mos
Barclays Capital INC.Broker
September 2008 - August 2015 · 6 yrs 11 mos
Lehman Brothers INC.
May 2008 - October 2008 · 5 mos
Lehman Brothers INC.Broker
September 2003 - September 2008 · 5 yrs
Morgan Stanley & CO., IncorporatedBroker
April 1999 - September 2003 · 4 yrs 5 mos
Schroder & CO. INC.Broker
January 1999 - April 1999 · 3 mos
State Registrations3 states
CANYSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Danielle Patricia Mchugh - Financial Advisor | TrueAdvisor