LE
CFP
LE
CFP

Leah Eller

26 Years of Experience
New York, NY
Broker

Leah Eller is a CFP-designated registered investment advisor at Snowden Capital Advisors LLC, based in New York, NY, with 26 years of industry experience. Leah 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
116 advisors
Number of Clients
5,771 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$7.6B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)

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.

Loading...

Location

540 Madison Ave., 9th Floor, New York, NY, 10022

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Snowden Capital Advisors LLC
June 2018 - Present · 8 yrs 1 mo
Snowden Account Services LLCBroker
June 2018 - Present · 8 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
May 2009 - June 2018 · 9 yrs 1 mo
Wells Fargo Clearing Services, LLC
May 2009 - June 2018 · 9 yrs 1 mo
Morgan Stanley & CO. Incorporated
April 2007 - May 2009 · 2 yrs 1 mo
Morgan Stanley & CO. IncorporatedBroker
April 2007 - May 2009 · 2 yrs 1 mo
Morgan Stanley
October 2004 - April 2007 · 2 yrs 6 mos
Morgan Stanley Dw INC.Broker
July 2004 - April 2007 · 2 yrs 9 mos
Citigroup Global Markets INC.Broker
April 2000 - July 2004 · 4 yrs 3 mos
Investment Professionals, INC.Broker
September 1999 - September 2000 · 1 yr
State Registrations23 states
AKARAZCACOFLGAILKSLAMOMSMTNCNJNMNYOKPASCTXUTVA
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.