Antonio Morel

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CRD#: 2591457

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Antonio Morel was a registered financial professional .

Antonio is a previously registered financial professional and started their career in finance in 2009. Antonio had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.Summit Trail Advisors LLC; Investment related;140 East 45th St, Fl 28, NY, NY 10017; Advisory Investments; Investment Specialist; 06/2024; 140 hrs/month; 140 hrs/month during trading hrs; client relationship and investment advice. 2.Summit Trail Securities; Investment related;140 East 45th St, Fl 28, NY, NY 10017; Investments Brokerage; Investment Specialist; 06/2024; 20 hrs/month; 20 hrs/month during trading hrs; client coverage of brokerage products, structured notes

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

May 12, 2025 - September 22, 2025

SUMMIT TRAIL SECURITIES, LLC

CRD#: 285784

NEW YORK, NY

Past

November 22, 2024 - September 22, 2025

SUMMIT TRAIL ADVISORS, LLC

RIA

CRD#: 220519

NEW YORK, NY

Past

July 19, 2023 - July 16, 2024

LPL FINANCIAL LLC

RIA

CRD#: 6413

NEW YORK, NY

Past

July 19, 2023 - July 16, 2024

LPL FINANCIAL LLC

CRD#: 6413

NEW YORK, NY

Past

July 30, 2021 - July 19, 2023

BANCWEST INVESTMENT SERVICES, INC.

RIA

CRD#: 29357

NEW YORK, NY

Past

June 11, 2021 - July 19, 2023

BANCWEST INVESTMENT SERVICES, INC.

CRD#: 29357

NEW YORK, NY

Past

December 22, 2009 - June 14, 2021

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

NEW YORK, NY

Past

January 22, 2009 - June 14, 2021

UBS FINANCIAL SERVICES INC.

CRD#: 8174

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/19/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/20/2009

General Securities Representative Examination

Current Firm

SUMMIT TRAIL SECURITIES, LLC

CRD#: 285784 / SEC#: , 8-69859

Broker-Dealer Firm Regulated by FINRA (New York district office)

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Contact information

Main Address

2 Grand Central Tower 140 E. 45th Street, New York, NY, 10017

Mailing Address

2 Grand Central Tower 140 E. 45th Street, New York, NY, 10017

Phone number

(212) 812-7005

Established

Delaware since 09/14/2016

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (39 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
SUMMIT TRAIL ADVISORS, LLC	OWNER	220519
ALMERINI, LOUIS ACHILLE	FINOP	1605183
ERIGO, JOSEPH	CEO, CCO	4168502

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Antonio Morel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

SUMMIT TRAIL SECURITIES, LLC

SUMMIT TRAIL ADVISORS, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

BANCWEST INVESTMENT SERVICES, INC.

BANCWEST INVESTMENT SERVICES, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/19/2009

SIE

Date: 10/1/2018

Series 7

Date: 1/20/2009

Current Firm

SUMMIT TRAIL SECURITIES, LLC

Contact information

FINRA licenses (39 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

SUMMIT TRAIL SECURITIES, LLC

TRUST BUT VERIFY

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