CS
CFP
CS
CFP

Christopher Snowling

24 Years of Experience
Washington, DC
Broker

Christopher Snowling is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Washington, DC, with 24 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.

Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.80%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.70%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.30%
$25M+0.30%

Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1845 K Street, N.W., Washington, DC, 20006-1209

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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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Employment History
Current Registrations
Charles Schwab & CO., INC.
May 2022 - Present · 4 yrs
Charles Schwab & CO., INC.Broker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
TD Ameritrade Investment Management, LLC
February 2023 - September 2023 · 7 mos
TD Ameritrade, INC.Broker
October 2022 - December 2023 · 1 yr 2 mos
Janney Montgomery Scott LLC
September 2021 - March 2022 · 6 mos
Janney Montgomery Scott LLCBroker
August 2021 - March 2022 · 7 mos
Chapin Davis Asset Management
January 2012 - November 2015 · 3 yrs 10 mos
Chapin, DavisBroker
January 2012 - November 2015 · 3 yrs 10 mos
PNC InvestmentsBroker
April 2009 - January 2012 · 2 yrs 9 mos
PNC Investments
April 2009 - January 2012 · 2 yrs 9 mos
Integrity Planners INC.
September 2008 - March 2009 · 6 mos
Arrowhead Investment Center, LLCBroker
November 2006 - March 2009 · 2 yrs 4 mos
First Wall Street CORP.
May 2006 - October 2006 · 5 mos
First Wall Street CORP.
June 2001 - December 2005 · 4 yrs 6 mos
First Wall Street CORP.Broker
May 2001 - October 2006 · 5 yrs 5 mos
Prudential Securities IncorporatedBroker
March 1999 - May 2001 · 2 yrs 2 mos
Legg Mason Wood Walker, IncorporatedBroker
January 1996 - January 1999 · 3 yrs
Smith Barney INC.Broker
January 1996 - January 1996 · 0 mos
State Registrations15 states
CADCDEFLILINMAMDNJNMNYPATNVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Christopher Snowling - Financial Advisor | TrueAdvisor