Christian Gherardi
Christian Gherardi is a registered investment advisor at Snowden Capital Advisors LLC, based in Coral Gables, FL, with 29 years of industry experience. Christian 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
1 Alhambra Plaza, Suite 1130, Coral Gables, FL, 33134
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Regulatory History (1)
Customer Dispute
February 2003Other Business Activities
Christian is the manager/member, owner, and president of C.M.G. Investment Alternatives, LLC, a holding company for real estate purchases, since 2007. He dedicates minimal time to this activity outside of securities trading hours.
Employment History
Current Registrations
Snowden Capital Advisors LLC
Snowden Account Services LLCBroker
Previous Registrations
Bulltick Wealth Management, LLC
Bulltick, LLCBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Citicorp Investment Services
Citicorp Investment ServicesBroker
State Registrations3 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.