Snowden Account Services LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 149794
- Registered since
- April 8, 2010
- Website
- snowdenlane.com
Firm profile
FINTRXOverview
Snowden Account Services LLC is organized as a limited liability company and has been registered with the SEC since 2010. The FINTRX snapshot identifies ownership as a combination of a domestic entity and an individual and lists the firm’s regulatory classification as unclassified. The record indicates the firm is not a capital allocator, is not flagged as an active ESG investor, and is not designated as a multi-state adviser. Several common profile items—client segments, fee structure, and core advisory activities—are not supplied in the available data. The profile in FINTRX contains minimal operational detail beyond registration and ownership markers. The firm is not described as newly formed, does not act as a pension consultant, and is not identified as a related adviser to another registered entity.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5
Richard West
Partner, General Counsel and Chief Compliance OfficerCRD 4470264

Matthew Seeman
Managing Director, Chief Financial OfficerCRD 6183764

Gregory Franks
Managing Partner, President, COOCRD 1138171
Contacts
3 of 131
Schuyler Cayton
Partner, Managing DirectorCRD 5463649

Lara Sterns
Senior Registered Client Relationship ManagerCRD 1448853

Joshua Hogan
Investment and Planning AnalystCRD 6338964
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 540 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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