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Andrew Wilson Heitner

Snowden Capital Advisors LLC

New York, NY

Charlevoix, MI

CRD 2504762

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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:

Current Employers
Snowden Capital Advisors Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-04-20
MI RA APPROVED 2022-04-20
TX RA APPROVED 2022-04-20
  • IL RA
    APPROVED
    Since 2022-04-20
  • MI RA
    APPROVED
    Since 2022-04-20
  • TX RA
    APPROVED
    Since 2022-04-20

Branch Locations

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

Charlevoix, MI • 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 Securities Llc Greenwich CT 11/2013 04/2022
Snowden Capital Advisors Llc New York NY 04/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-06-10
S63 Uniform Securities Agent State Law Examination 1994-08-12
  • S66 Uniform Combined State Law Examination
    2004-06-10
  • S63 Uniform Securities Agent State Law Examination
    1994-08-12

View on SEC IAPD

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