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Snowden Capital Advisors LLC CRD 157299
$8.87B regulatory AUM 122 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2020-12-09 |
Branch Locations
540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
Yorklyn, DE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilmington | DE | 04/1976 | 04/2018 |
| #Ia Merrill Lynch, Pierce, Fenner & Smit | Wilmington | DE | 04/1976 | 04/2018 |
| Bank Of America,N.A. | Wilmington | DE | 06/2011 | 04/2018 |
| Snowden Lane Partners | New York | NY | 07/2020 | 07/2021 |
| Unemployed | Yorklyn | DE | 05/2018 | 07/2020 |
| Snowden Lane Partners | Bethesda | MD | 08/2021 | 08/2021 |
| Snowden Lane Partners | Yorklyn | DE | 08/2021 | Present |
Name: The Land Conservancy of Southern Chester County INVESTMENT RELATED: no ADDRESS: 541 Chandler Mill Rd, Avondale, PA 19311 NATURE: CHARITABLE ORGANIZATION YOUR POSITION, TITLE, ASSOCIATION: Board Member; Treasurer START DATE: November 2018 NUMBER OF HRS DEVOTED PER MONTH: <5 hours per month NUMBER OF HRS DEVOTED DURING SECURITIES TRADING HOURS: NONE DUTIES: Serve as board member and treasurer Name: Delaware Wild Lands INVESTMENT RELATED: no ADDRESS: 315 Main St, Odessa, DE 19730 NATURE: CHARITABLE ORGANIZATION YOUR POSITION, TITLE, ASSOCIATION: Board Member START DATE: May 2019 NUMBER OF HRS DEVOTED PER MONTH: 2 hours per month NUMBER OF HRS DEVOTED DURING SECURITIES TRADING HOURS: NONE DUTIES: Serve as Board member and Treasurer FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: WINTERTHUR MUSEUM AND GARDENS AND LIBRARY INVESTMENT RELATED: no ADDRESS OF BUSINESS: WILMINGTON, DE 19735 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: BOARD MEMBER START DATE OF RELATIONSHIP: 6/27/2014 NUMBER OF HRS DEVOTED: 20 HOUR(S) ANNUALLY NUMBER OF HRS DEVOTED DURING TRADING HOURS: 10 DUTIES: SERVE ON THE BOARD OF DIRECTORS For profit or not for profit: Non-Profit Organization Name of outside business organization: the Tatnall School Investment related: No Address of business: Wilmington, DE 19807 Nature of business: Other, private school Position, title, association: Investment Committee Start date of relationship: 9/24/2011 Number of hrs devoted: 10 hour(s) Annually Number of hrs devoted during trading hours: 0 Duties: Provide advice to the committee in an advisory capacity For profit or not for profit: Non-Profit Organization Name of outside business organization: Serviam Academy Investment related: N Address of business: New Castle, DE 19720 Nature of business: Charitable Organization, Position, title, association: Advisory Committee member Start date of relationship: 10/3/2016 Number of hrs devoted: 1 hour(s) Quarterly Number of hrs devoted during trading hours: 0 Duties: I have been asked to help with the IPS for the newly created Endowment Fund. The Library of American Landscape History; title - board member; non-investment related; 0 hours during trading; no compensation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-11 |
| S65 | Uniform Investment Adviser Law Examination | 1994-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-24 |
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