Gregory William Timeranko

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 → 10/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Laurel, NJ
• 10/2014 → 10/2018
  Bank Of America, N.A.
  Mount Laurel, NJ
• 01/2019 → 03/2023
  Wilmington Trust
  Wilmington, DE
• 11/2023 → Present
  Snowden Lane Partners
  New York, NY
• 03/2023 → 11/2023
  Wells Fargo Private Bank
  New York, NY

Previous Registrations

• 2022-03-08 → 2024-01-17
  Wilmington Trust Investment Advisors, Inc.
  Wilmington, DE
• 2020-06-05 → 2021-06-09
  M&T Securities, Inc.
  Baltimore, MD
  Wilmington, DE
  Wilmington, DE
• 2015-04-02 → 2018-10-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Laurel, NJ
  Wilmington, DE

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-07-27
• S66 Uniform Combined State Law Examination
  2015-04-01

Other Names

• Gregory William Timeranko
• Gregory W Timeranko