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Christian Gherardi

Snowden Capital Advisors LLC
30 Years of Experience
Coral Gables, FL
1 DisclosureBroker
View SEC Summary
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Christian Gherardi is a registered investment advisor at Snowden Capital Advisors LLC, based in Coral Gables, FL, with 30 years of industry experience. Christian 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
121 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

1 Alhambra Plaza, Suite 1130, Coral Gables, FL, 33134

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History

Regulatory History (1)
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
February 2003
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
January 2024 - Present · 2 yrs 9 mos
Snowden Account Services LLCBroker
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Bulltick Wealth Management, LLC
April 2016 - December 2023 · 7 yrs 8 mos
Bulltick, LLCBroker
March 2016 - December 2023 · 7 yrs 9 mos
Citigroup Global Markets INC.Broker
May 2007 - January 2016 · 8 yrs 8 mos
Citigroup Global Markets INC.
May 2007 - January 2016 · 8 yrs 8 mos
Citicorp Investment Services
March 2006 - May 2007 · 1 yr 2 mos
Citicorp Investment ServicesBroker
May 1996 - May 2007 · 11 yrs
State Registrations3 states
CADEFL
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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