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Andrew Stuart Leventhal
Snowden Capital Advisors LLC
26 Years of Experience
2 Disclosures
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Education Planning
Insurance Planning
Estate Planning
High Net Worth
Snowden Capital Advisors LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
113 advisors
Number of Clients
5,771 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$7.6B
Fee Structure
Minimum Investment:
$100K
Investment Management
Planning
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Location
540 Madison Ave, 9th Floor, New York, NY, 10022
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History
Regulatory History (2)
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
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Judgment / Lien
December 2021
Judgment / Lien
May 2018
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Snowden Account Services LLC
Broker
December 2019 - Present · 6 yrs 2 mos
Snowden Capital Advisors LLC
December 2019 - Present · 6 yrs 2 mos
Previous Registrations
Morgan Stanley
April 2014 - November 2019 · 5 yrs 7 mos
Morgan Stanley
Broker
April 2014 - November 2019 · 5 yrs 7 mos
Barclays Capital INC.
Broker
October 2011 - May 2014 · 2 yrs 7 mos
Barclays Capital INC.
October 2011 - May 2014 · 2 yrs 7 mos
Credit Suisse Securities (USA) LLC
January 2003 - November 2011 · 8 yrs 10 mos
Credit Suisse Securities (USA) LLC
Broker
January 2003 - November 2011 · 8 yrs 10 mos
Donaldson Lufkin & Jenrette Securities Corporation
June 2002 - January 2003 · 7 mos
Donaldson, Lufkin & Jenrette Securities Corporation
Broker
October 2001 - January 2003 · 1 yr 3 mos
Bear, Stearns & CO. INC.
Broker
May 1996 - January 1999 · 2 yrs 8 mos
State Registrations
6 states
CA
CT
FL
IL
NJ
NY
Advisor
Broker
Both
Exams
No exam information available for this advisor.