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Armando Urena

Snowden Capital Advisors LLC
24 Years of Experience
Coral Gables, FL
Broker
View SEC Summary
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Armando Urena is a registered investment advisor at Snowden Capital Advisors LLC, based in Coral Gables, FL, with 24 years of industry experience. Armando 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.

Snowden Capital Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
121 advisors
Number of Clients
6,021 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$8.9B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

One Alhambra Plaza, Suite1130, Coral Gables, FL, 33134

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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.

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Other Business Activities

Armando has 100% ownership of a rental property called Seawinds. He is also a board member for Autism Speaks, participating in fundraising activities for a minimal time each month.

Employment History
Current Registrations
Snowden Capital Advisors LLC
March 2021 - Present · 5 yrs 7 mos
Snowden Account Services LLCBroker
March 2021 - Present · 5 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2006 - March 2021 · 14 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
September 2006 - March 2021 · 14 yrs 6 mos
Lehman Brothers INC.
May 2004 - September 2006 · 2 yrs 4 mos
Lehman Brothers INC.Broker
October 2001 - September 2006 · 4 yrs 11 mos
State Registrations10 states
AZCADCFLGAIAMTNCNYTX
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.
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