Philip Lazzari
Philip Lazzari is a registered investment advisor at Snowden Capital Advisors LLC, based in Baltimore, MD, with 29 years of industry experience. Philip 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
323 W Camden St, 8th Floor, Baltimore, MD, 21201
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Regulatory History
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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Philip works as an investment advisor at Snowden Capital Advisors LLC, dedicating nearly full-time hours to this role. He also owns HWA Inc. and makes introductions to a voluntary benefits company, receiving commissions for minimal time commitment.
Employment History
Current Registrations
Snowden Capital Advisors LLC
Snowden Account Services LLCBroker
Previous Registrations
Snowden Capital Advisors LLC
UBS Financial Services INC.Broker
UBS Financial Services INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Prudential Securities IncorporatedBroker
State Registrations23 states
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