David John Snopkowski

Employer firm

Constellation Wealth Advisors CRD 147253

$5.40B regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2019 → Present
  Quadrant Capital Group Llc
  Cincinnati, OH
• 10/2015 → 11/2019
  University Of Cincinnati
  Cincinnati, OH

Other Businesses

Entity/Business Name: University of Cincinnati's Johnson Investment Counsel Student-Managed Fund; Investment related (Y/N): Y; Address: 2600 Clifton Avenue, Cincinnati, OH 45221; Nature of the Business: UC Lindner College of Business Student-managed Fund Position/Title/Relationship: Member/mentor to the Student Fund Investment Committee; Start Date: January 2025; Approximate # of hours a month: nominal; Approximate # of hours during trading hours: nominal; Compensated (Y/N)? N; Briefly describe your duties: Mentor students

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-03