Michael Kevin Bird

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

• 07/2012 → Present
  Snowden Account Services, Inc.
  New York, NY
• 05/2012 → Present
  Snowden Capital Advisors Llc
  New York, NY

Previous Registrations

• 2012-09-06 → 2014-12-31
  Snowden Capital Advisors Llc
  New York, NY

Other Businesses

1)DERREY FAMILY INVESTMENTS LLC;INVESTMENT RELATED;310 SUMMIT AVE,SUMMIT,NJ 07901;INVESTMENT PARTNERSHIP;MANAGER;1/2009;10 HRS/MONTH;5 HRS DURING TRADING;OVERSEE INVESTMENT SUB-ADVISORS 2)SNOWDEN CAPITAL ADVISORS LLC;INVESTMENT RELATED;540 MADISON AVE, 9TH FLOOR, NEW YORK,NY 10022;INVESTMENT ADVISORY;PRIVATE WEALTH ADVISOR;5/14/12;100 HRS/MONTH;100 HRS DURING TRADING;PROVIDE INVESTMENT ADVICE 3)Friends of Pathways; voluntary board member; Non-profit organization advocating for the paved and trail pathways in Teton County WY; non-investment related; five hours per month during non-trading time; no compensation

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-09-05
• S63 Uniform Securities Agent State Law Examination
  2002-07-25