Juan Moreno is a registered investment advisor at Snowden Capital Advisors LLC, based in San Diego, CA, with 20 years of industry experience. Juan 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
750 B Street, Suite 3200, San Diego, CA, 92101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Juan works at Snowden Capital Advisors in international wealth advisory, dedicating nearly full-time hours. He also owns El Corridor Group, which facilitates corn husk sales, spending a few hours per week on this non-investment related activity.
Employment History
Current Registrations
Snowden Capital Advisors LLC
Snowden Account Services LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
UBS International INC.
UBS International INC.Broker
UBS International INC.
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations4 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.