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Elmore Coe Kerr

Snowden Capital Advisors LLC

Wilmot, NH

New York, NY

CRD 849185

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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:

Current Employers
Snowden Capital Advisors Llc

540 Madison Ave. 9Th Floor, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2023-03-10
TX RA APPROVED_RES 2023-02-22
  • NH RA
    APPROVED
    Since 2023-03-10
  • TX RA
    APPROVED_RES
    Since 2023-02-22

Branch Locations

Wilmot, NH • United States

540 Madison Ave. 9Th Floor, New York, NY 10022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Lebanon NH 01/2010 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 01/2010 → Present
    Morgan Stanley Smith Barney
    Lebanon, NH
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1991-11-27
S63 Uniform Securities Agent State Law Examination 1985-08-05
  • S65 Uniform Investment Adviser Law Examination
    1991-11-27
  • S63 Uniform Securities Agent State Law Examination
    1985-08-05
Other Names
  • Elmore Coe Kerr
  • Elmore Coe Kerr

View on SEC IAPD

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