Douglas Joseph Gill

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

• 06/2016 → 10/2020
  Partnervest Advisory Services, Llc.
  Santa Barbara, CA
• 10/2020 → 06/2023
  Changepath, Llc
  Leawood, KS
• 08/2017 → 06/2023
  Fullarc Wealth Management
  Bethesda, MD
• 06/2023 → Present
  Snowden Capital Advisors
  Bethesda, MD

Previous Registrations

• 2020-12-02 → 2023-06-05
  Creativeone Wealth, Llc
  Cambridge, MD
  Bethesda, MD
  Overland Park, KS
• 2016-07-11 → 2020-12-07
  Partnervest Advisory Services Llc
  Bethesda, MD
  Santa Barbara, CA
  Bethesda, MD
  Falls Church, VA
• 2009-06-01 → 2013-06-12
  Morgan Stanley
  Potomac, MD
  Mclean, VA
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Potomac, MD
  Washington, DC
• 2006-05-24 → 2007-04-02
  Morgan Stanley Dw Inc.
  Washington, DC
• 2004-08-03 → 2006-06-09
  Fbr Investment Management, Inc.
  Arlington , VA
• 1999-07-23 → 2004-08-03
  Morgan Stanley & Co. Llc
  Washington, DC

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-02-08
• S65 Uniform Investment Adviser Law Examination
  2016-07-07

Other Names

• Douglas J Gill