Wendell Cayton
Wendell Cayton is a ChFC-designated registered investment advisor at Snowden Capital Advisors LLC, based in New York, NY, with 38 years of industry experience. Wendell 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
540 Madison Ave., 9th Floor, New York, NY, 10022
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Wendell sells fixed and variable life insurance and annuity products, dedicating a few hours per week. He is also involved in various other activities, including being a ski instructor, president of a property owners association, committee chair for a scholarship fund, planning consultant for a meat processing business, and owner of commercial rental properties.
Employment History
Current Registrations
Snowden Capital Advisors LLC
Snowden Account Services LLCBroker
Previous Registrations
Continuum Advisory, LLC
Triad Advisors LLCBroker
Continuum Advisory, LLC
Signator Investors, INC.
Signator Investors, INC.Broker
Wealth Management Advisors, LLC
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.Broker
Transamerica Securities Sales CorporationBroker
Wall Street Pacific Financial Resources, INC.Broker
Transamerica Securities Sales CorporationBroker
Transamerica Financial Resources, INC.Broker
State Registrations9 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.