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Caesar Anthony Cepeda

38 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningInsurance PlanningEstate PlanningHigh Net Worth
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
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Location

225 South Lake Avenue, Suite 1020, Pasadena, CA, 91101

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History

Regulatory History (1)
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Customer Dispute
January 2002
Settled
Other Business ActivitiesSells Insurance

Caesar is a Vice President and Private Wealth Advisor at Snowden Capital Advisors LLC, dedicating nearly full-time hours. He is also a Vice President at Snowden Account Services, Inc. and an insurance agent at Snowden Insurance Services LLC, spending a few hours per week selling insurance products. Finally, Caesar is the President and owner of Plan B Athletics Inc (Crossfit Monrovia), spending a few hours per week overseeing business operations.

Employment History
Current Registrations
Snowden Capital Advisors LLC
January 2015 - Present · 11 yrs 1 mo
Snowden Account Services LLCBroker
January 2014 - Present · 12 yrs 1 mo
Previous Registrations
Snowden Capital Advisors LLC
January 2014 - December 2014 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 1997 - January 2014 · 16 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1987 - January 2014 · 26 yrs 9 mos
State Registrations5 states
AZCANVNYRI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.