TrueAdvisor
TrueAdvisor
AC
AC

Alexandra G Chan

Snowden Capital Advisors LLC
12 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningInsurance PlanningEstate PlanningHigh Net Worth
Snowden Capital Advisors LLC
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

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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Employment History
Current Registrations
Snowden Capital Advisors LLC
May 2017 - Present · 8 yrs 9 mos
Snowden Account Services LLCBroker
May 2017 - Present · 8 yrs 9 mos
Previous Registrations
Sanford C. Bernstein & CO., LLCBroker
June 2013 - April 2017 · 3 yrs 10 mos
State Registrations28 states
ALAZCACOCTDCDEFLGAILINLAMAMINCNHNJNMNYOHPAPRRISCTNTXVAVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.