Dimitre Ivanov
Investment adviser representative at Summit Trail Advisors, LLC
16 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
16 years in the industry.
- Summit Trail Advisors, LLCFeb 2024 to now
- LPL Financial LLCJul 2023 to Nov 2023
- Banc West Investment ServicesOct 2019 to Jul 2023
- Bank of the WestOct 2019 to Jul 2023
- UBS Financial Services Inc Crd# 8174Jan 2010 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 4449178
- Firm CRD
- 220519