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George Arias

28 Years of Experience
Coral Gables, FL
Broker

George Arias is a registered investment advisor at Snowden Capital Advisors LLC, based in Coral Gables, FL, with 28 years of industry experience. George 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
116 advisors
Number of Clients
5,771 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$7.6B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)

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.

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Location

One Alhambra Plaza, Ste 1130, Coral Gables, FL, 33134

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

George owns townhouse rental properties in Miami, Florida since 2015. He dedicates minimal time to these activities.

Employment History
Current Registrations
Snowden Capital Advisors LLC
June 2019 - Present · 7 yrs 3 mos
Snowden Account Services LLCBroker
June 2019 - Present · 7 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2010 - June 2019 · 8 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2010 - June 2019 · 8 yrs 10 mos
Wells Fargo Advisors, LLCBroker
July 2003 - August 2010 · 7 yrs 1 mo
Wells Fargo Advisors, LLC
July 2003 - August 2010 · 7 yrs 1 mo
Prudential Securities Incorporated
September 1998 - July 2003 · 4 yrs 10 mos
Prudential Securities IncorporatedBroker
August 1998 - July 2003 · 4 yrs 11 mos
Deutsche Bank Securities INC.Broker
June 1997 - August 1998 · 1 yr 2 mos
State Registrations5 states
CACTDEFLOR
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.