SC
CFP
SC
CFP

Schuyler Cayton

18 Years of Experience
Golden, CO
BrokerSells Insurance

Schuyler Cayton is a CFP-designated registered investment advisor at Snowden Capital Advisors LLC, based in Golden, CO, with 18 years of industry experience. Schuyler 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.

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Location

14143 Denver West Parkway, Suite 100, Golden, CO, 80401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Schuyler maintains life insurance licenses for insurance business and has appointments with multiple carriers for insurance sales and financial planning. He is also an IAR/CFP with WMA Colorado/Continuum Advisory LLC and WMA Colorado, spending about half his time and full-time, respectively, providing financial planning and investment advisory services.

Employment History
Current Registrations
Snowden Capital Advisors LLC
November 2023 - Present · 2 yrs 6 mos
Snowden Account Services LLCBroker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Continuum Advisory, LLC
October 2023 - November 2023 · 1 mo
Triad Advisors LLCBroker
November 2017 - November 2023 · 6 yrs
Continuum Advisory, LLC
October 2016 - October 2023 · 7 yrs
Signator Investors, INC.
May 2016 - November 2017 · 1 yr 6 mos
Signator Investors, INC.Broker
May 2016 - November 2017 · 1 yr 6 mos
Transamerica Financial Advisors, INC.
January 2012 - May 2016 · 4 yrs 4 mos
Transamerica Financial Advisors, INCBroker
January 2012 - May 2016 · 4 yrs 4 mos
Wells Fargo Advisors, LLCBroker
February 2008 - January 2012 · 3 yrs 11 mos
Wells Fargo Advisors, LLC
January 2008 - January 2012 · 4 yrs
State Registrations16 states
AKAZCACODCFLIDKSNMNYORTNUTVAWAWY
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.