TrueAdvisor
TrueAdvisor
BS
BS

Brian J Solomon

Snowden Capital Advisors LLC
8 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

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Snowden Account Services LLCBroker
February 2024 - Present · 2 yrs
Snowden Capital Advisors LLC
February 2024 - Present · 2 yrs
Previous Registrations
Laidlaw & Company (UK) LTD.Broker
June 2019 - March 2024 · 4 yrs 9 mos
Laidlaw Wealth Management LLC
June 2019 - March 2024 · 4 yrs 9 mos
Morgan Stanley
November 2017 - June 2019 · 1 yr 7 mos
Morgan StanleyBroker
August 2017 - June 2019 · 1 yr 10 mos
State Registrations5 states
CTNJNYTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.