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Robert Feldman

Snowden Capital Advisors LLC
32 Years of Experience
Pittsburg, PA
7 DisclosuresBroker
View SEC Summary
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Robert Feldman is a registered investment advisor at Snowden Capital Advisors LLC, based in Pittsburg, PA, with 32 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 6,021 clients with $8.9B in assets under management.

Snowden Capital Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
122 advisors
Number of Clients
6,021 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$8.9B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees are negotiated on a client-by-client basis. Wrap fees typically range from 0.20% to 2.50% of assets under management. Unbundled advisory fees may be up to 3.00% per annum.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2000 Smallman Street, Suite 203A, Pittsburg, PA, 15222

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History

Regulatory History (7)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2014
Settled
Customer Dispute
April 2013
Settled
Customer Dispute
January 2013
Settled
Customer Dispute
January 2013
Settled
Customer Dispute
October 2011
Settled
Customer Dispute
October 2008
Settled
Customer Dispute
September 2003
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Robert is a partner in Feldman Family Partnership LLC, investing in cryptocurrency through Binance.us. This requires minimal time and is not related to his investment business with SLP.

Employment History
Current Registrations
Snowden Capital Advisors LLC
February 2015 - Present · 11 yrs 8 mos
Snowden Account Services LLCBroker
February 2015 - Present · 11 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2006 - January 2015 · 8 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2006 - January 2015 · 8 yrs 10 mos
Advest, INC.
April 2005 - March 2006 · 11 mos
Advest, INC.Broker
December 1993 - March 2006 · 12 yrs 3 mos
State Registrations25 states
AZCACOCTDCFLGAILINKYMAMDNCNJNVNYOHPASCTNTXUTVAWVWY
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.
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More financial advisors in Pittsburg, PA →All financial advisors in Pennsylvania →
Robert Feldman - Financial Advisor | TrueAdvisor