Michael Charles Cohen
Investment adviser representative at Summit Trail Advisors, LLC
11 yearsExperience
2 statesRegistered in
$19.9BFirm assets
11 yearsFirm in business
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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
11 years in the industry.
- Summit Trail Securities, LLCFeb 2017 to now
- Summit Trail Advisors, LLCOct 2015 to now
- Summit Trails Advisors, LLCOct 2015 to now
- Purshe Kaplan Sterling InvestmentsOct 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 2288893
- Firm CRD
- 220519