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Snowden Capital Advisors LLC CRD 157299
$8.87B regulatory AUM 122 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-01 |
| TX | RA | APPROVED_RES | 2021-04-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | New York | NY | 11/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | New York | NY | 11/2016 | 04/2021 |
| Snowden Lane Partners | New York | NY | 04/2021 | Present |
1) Condo board president; attend board meetings and vote on issues that pertain to building upkeep; devote one hour per month; non-investment related; no compensation. 2) M&A Creations; owner, rental property; collect rent and maintain property; devote one hour per month; non-investment related; rent is compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-11 |
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