Andrew Randak is a CFA-designated registered investment advisor at Snowden Capital Advisors LLC, based in Old Lyme, CT, with 25 years of industry experience. Andrew 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
Old Lyme, CT
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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.
Learn about disclosures →Employment History
Current Registrations
Snowden Capital Advisors LLC
Snowden Account Services LLC
Snowden Account Services LLCBroker
Previous Registrations
Fieldpoint Private Securities LLC
Fieldpoint Private Securities, LLCBroker
Brown Brothers Harriman & CO.Broker
Brown Brothers Harriman & CO.Broker
J.P. Morgan Securities INC.Broker
State Registrations16 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.
Exams
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