DT
DT

Dominick J Trapasso

19 Years of Experience
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

Loading...

Location

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

Get directions

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.

Learn about disclosures →
Other Business Activities

Dominick is a registered representative with Summit Trail Securities, LLC and a principal with Summit Trail Advisors. He spends about 10-20% of his time at Summit Trail Securities and nearly full-time at Summit Trail Advisors.

Employment History
Current Registrations
Summit Trail Advisors, LLC
June 2019 - Present · 6 yrs 8 mos
Previous Registrations
Summit Trail Securities, LLCBroker
June 2019 - November 2025 · 6 yrs 5 mos
Lord, Abbett & CO. LLC
March 2018 - June 2019 · 1 yr 3 mos
Lord Abbett Distributor LLCBroker
March 2018 - June 2019 · 1 yr 3 mos
Nuveen Asset Management, LLC
June 2011 - March 2018 · 6 yrs 9 mos
Nuveen Securities, LLCBroker
June 2011 - March 2018 · 6 yrs 9 mos
Credit Suisse Securities (USA) LLC
April 2009 - June 2011 · 2 yrs 2 mos
Credit Suisse Securities (USA) LLCBroker
April 2009 - June 2011 · 2 yrs 2 mos
Barclays Capital INC.
March 2009 - April 2009 · 1 mo
Barclays Capital INC.Broker
September 2008 - April 2009 · 7 mos
Lehman Brothers INC.
February 2007 - October 2008 · 1 yr 8 mos
Lehman Brothers INC.Broker
August 2006 - September 2008 · 2 yrs 1 mo
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.
Dominick J Trapasso - Financial Advisor | TrueAdvisor