Andrew Stuart Leventhal

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

• 04/2014 → 10/2019
  Morgan Stanley
  New York, NY
• 01/2015 → 10/2019
  Morgan Stanley Private Bank, National Association
  New York, NY
• 12/2019 → Present
  Snowden Lane Partners
  New York, NY

Previous Registrations

• 2014-04-21 → 2019-11-15
  Morgan Stanley
  New York, NY
  New York, NY
  New York, NY
• 2011-10-17 → 2014-05-02
  Barclays Capital Inc.
  New York, NY
• 2003-01-17 → 2011-11-11
  Credit Suisse Securities (Usa) Llc
  New York, NY
  New York, NY
• 2002-06-27 → 2003-01-17
  Pershing Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2001-11-03
• S63 Uniform Securities Agent State Law Examination
  1996-06-10