Jose Alberto Reynoso
Investment adviser representative at Summit Trail Advisors, LLC
17 yearsExperience
1 stateRegistered 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
17 years in the industry.
- Summit Trail Advisors, LLCNov 2024 to now
- Clarfeld Financial Advisors, LLCFeb 2009 to Oct 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 2746398
- Firm CRD
- 220519