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Allen Anton Jacobi

Snowden Capital Advisors LLC

New York, NY

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Current Employers
Snowden Capital Advisors Llc

540 Madison Ave. 9Th Floor, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-07-30
MD RA APPROVED 2026-06-24
WY RA APPROVED 2025-12-02
NJ RA APPROVED 2022-08-11
NY RA APPROVED 2022-08-11
TX RA APPROVED 2022-08-11
  • MA RA
    APPROVED
    Since 2026-07-30
  • MD RA
    APPROVED
    Since 2026-06-24
  • WY RA
    APPROVED
    Since 2025-12-02
  • NJ RA
    APPROVED
    Since 2022-08-11
  • NY RA
    APPROVED
    Since 2022-08-11
  • TX RA
    APPROVED
    Since 2022-08-11

Branch Locations

540 Madison Ave. 9Th Floor, New York, NY 10022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fieldpoint Private Bank & Trust Greenwich CT 01/2012 08/2022
Fieldpoint Private Securities Westport CT 02/2012 08/2022
Snowden Capital Advisors New York NY 08/2022 Present
  • 01/2012 → 08/2022
    Fieldpoint Private Bank & Trust
    Greenwich, CT
  • 02/2012 → 08/2022
    Fieldpoint Private Securities
    Westport, CT
  • 08/2022 → Present
    Snowden Capital Advisors
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-06-12
  • S65 Uniform Investment Adviser Law Examination
    2012-06-12
Other Names
  • Allen Jacobi

View on SEC IAPD

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