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AR
CFA
AR
CFA

Andrew Gerli Randak

Snowden Capital Advisors LLC
24 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningInsurance PlanningEstate PlanningHigh Net Worth
Snowden Capital Advisors LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
113 advisors
Number of Clients
5,771 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$7.6B

Fee Structure

Minimum Investment:$100K

Location

Old Lyme, CT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Snowden Capital Advisors LLC
April 2022 - Present · 3 yrs 10 mos
Snowden Account Services LLC
April 2022 - Present · 3 yrs 10 mos
Snowden Account Services LLCBroker
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Fieldpoint Private Securities LLC
March 2017 - April 2022 · 5 yrs 1 mo
Fieldpoint Private Securities, LLCBroker
October 2015 - April 2022 · 6 yrs 6 mos
Brown Brothers Harriman & CO.Broker
February 2010 - September 2015 · 5 yrs 7 mos
Brown Brothers Harriman & CO.Broker
October 2000 - December 2008 · 8 yrs 2 mos
J.P. Morgan Securities INC.Broker
January 2000 - July 2001 · 1 yr 6 mos
State Registrations16 states
CACTFLGAMANJNYOHSDTNTXVAVirgin IslandsWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.