Snowden Account Services LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
136
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
149794
Registered since
April 8, 2010

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • Richard West

    Richard West

    Partner, General Counsel and Chief Compliance OfficerCRD 4470264

  • Matthew Seeman

    Matthew Seeman

    Managing Director, Chief Financial OfficerCRD 6183764

  • Gregory Franks

    Gregory Franks

    Managing Partner, President, COOCRD 1138171

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Contacts

3 of 131
  • Schuyler Cayton

    Schuyler Cayton

    Partner, Managing DirectorCRD 5463649

  • Lara Sterns

    Lara Sterns

    Senior Registered Client Relationship ManagerCRD 1448853

  • Joshua Hogan

    Joshua Hogan

    Investment and Planning AnalystCRD 6338964

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth