Adam Betancourt (CRD# 7410147) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in New York, NY and has 1 year of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Summit Trail Advisors, LLC | New York, NY | Apr 2021 - Current | 3 |
Bank Of America | New York, NY | Aug 2015 - Mar 2021 | 5 |
Not Employed | New York, NY | Apr 2015 - Jul 2015 | < 1 |
Fortress Investment Group | New York, NY | Dec 2014 - Mar 2015 | < 1 |
Not Employed | New York, NY | Aug 2014 - Nov 2014 | < 1 |
Auxis Inc. | Plantation, FL | Apr 2014 - Aug 2014 | < 1 |
- NY
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Total Assets Under Management17,652MILLIONS
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Total Number of Accounts10,249ACCOUNTS
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Average Account Value$1,722,278
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
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