AB
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Alison Elizabeth Burkett

15 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningInsurance PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
113 advisors
Number of Clients
5,771 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$7.6B

Fee Structure

Minimum Investment:$100K
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Location

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

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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

Alison is a Managing Director at Snowden Capital Advisors, dedicating nearly full-time hours to investment advisory, client and advisor transition and support, operational infrastructure, and custodian support. She also coaches kids' sports on Sundays as a contractor, spending minimal time on this non-investment related activity.

Employment History
Current Registrations
Snowden Capital Advisors LLC
January 2015 - Present · 11 yrs 1 mo
Snowden Account Services LLCBroker
January 2012 - Present · 14 yrs 1 mo
Snowden Account Services LLC
January 2012 - Present · 14 yrs 1 mo
Previous Registrations
Snowden Capital Advisors LLC
September 2011 - December 2014 · 3 yrs 3 mos
Cbf Advisors, LLC
January 2011 - April 2011 · 3 mos
Managed Account Services, LLCBroker
March 2010 - December 2011 · 1 yr 9 mos
State Registrations9 states
CACOCTFLILMDNYPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alison Elizabeth Burkett - Financial Advisor | TrueAdvisor