Alison Elizabeth Burkett

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

• 05/2011 → Present
  Snowden Capital Advisors Llc
  New York, NY
• 12/2011 → Present
  Snowden Account Services, Inc.
  New York, NY

Previous Registrations

• 2011-09-06 → 2014-12-31
  Snowden Capital Advisors Llc
  New York, NY
• 2011-01-31 → 2011-04-28
  Cbf Advisors, Llc
  New York, NY

Other Businesses

1)SNOWDEN CAPITAL ADVISORS;INVESTMENT RELATED;540 MADISON AVENUE,9TH FLOOR,NEW YORK,NY 10022;INVESTMENT ADVISORY;Managing Director;5/2011;200 HRS/MONTH;140 HRS DURING TRADING;CLIENT AND ADVISOR TRANSITION AND SUPPORT,OPERATIONAL INFRASTRUCTURE AND CUSTODIAN SUPPORT 2) Contractor; Coaching kids sports on Sundays; not investment related; compensation will be received on an hourly basis; approximately 8 hours per month; no hours during trading hours

Exams

• S66 Uniform Combined State Law Examination
  2011-01-28

Other Names

• Alison Elizabeth Murray
• Alison Elizabeth Murray