Gladys Lizanka Lopez

Employer firm

Snowden Capital Advisors LLC CRD 157299

$8.87B regulatory AUM 122 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 11/2016
  Wells Fargo Advisors, Llc
  Miami, FL
• 11/2016 → 06/2022
  Wells Fargo Clearing Services, Llc
  Miami, FL
• 09/2022 → 12/2022
  Fidelity Investments
  Miami, FL
• 06/2022 → 09/2022
  Unemployed
  Miami, FL
• 01/2023 → 08/2026
  Wells Fargo Bank
  Miami, FL
• 01/2023 → 08/2026
  Wells Fargo Clearing Services
  Miami, FL
• 08/2026 → Present
  Snowden Lane Partners
  Coral Gables, FL

Previous Registrations

• 2023-02-01 → 2026-08-18
  Wells Fargo Clearing Services, Llc
  Miami, FL
  St. Louis, MO
  Coral Gables, FL
• 2016-10-12 → 2022-06-06
  Wells Fargo Clearing Services, Llc
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2016-10-10