John Diciaccio
John Diciaccio is a registered investment advisor at Snowden Capital Advisors LLC, based in Pasadena, CA, with 42 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 5,771 clients with $7.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SCA offers investment management through various programs, typically charging a wrap fee that covers investment advice, trade execution, custody, and reporting. This fee is negotiated with each client and usually ranges from 0.20% to 2.50% of the portfolio's value. In some cases, clients may pay an unbundled advisory fee of up to 3.00% per year, separate from brokerage commissions and transaction charges.
Location
225 South Lake Avenue, Suite 1020, Pasadena, CA, 91101
Get directionsHistory
Regulatory History (4)
Customer Dispute
March 2013Customer Dispute
April 2008Customer Dispute
March 2003Customer Dispute
February 1999Other Business ActivitiesSells Insurance
John is a Vice President at Snowden Capital Advisors LLC and Snowden Account Services, Inc, spending nearly full-time and about 10-20% of his time, respectively. He is also an insurance agent at Snowden Insurance Services LLC, selling insurance products and dedicating a few hours per week.
Employment History
Current Registrations
Snowden Capital Advisors LLC
Snowden Account Services LLCBroker
Previous Registrations
Snowden Capital Advisors LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.