TrueAdvisor
TrueAdvisor
AS
AS

Aaron T Stone

Snowden Capital Advisors LLC
17 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

540 Madison Ave., 9th Floor, New York, NY, 10022

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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 Account Services LLCBroker
April 2016 - Present · 9 yrs 10 mos
Snowden Capital Advisors LLC
April 2016 - Present · 9 yrs 10 mos
Snowden Account Services LLC
April 2016 - Present · 9 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2008 - April 2016 · 7 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2008 - April 2016 · 8 yrs 1 mo
State Registrations35 states
AKARAZCACOCTDCDEFLGAHIIAILINLAMAMDMEMIMNNCNHNJNMNYOHORPASCTXUTVAVTWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.