Kevin Charles Curtis
Investment adviser representative at Summit Trail Advisors, LLC
31 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$19.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
31 years in the industry.
- Summit Trail Advisors, LLCAug 2019 to now
- Summit Trail Securities, LLCAug 2019 to now
- Wilmington Trust, N.A.May 2012 to Aug 2019
- M&t Securities, Inc.Feb 1995 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
State registrations
Registered as an investment adviser representative in 1 state (PA).
Summit Trail Advisors, LLC
$19.9BAssets managed
742Clients
20Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2147289
- Firm CRD
- 220519