William Sneckner
William Sneckner is a CFP-designated registered investment advisor at Ridgegate Advisors, LLC, based in Englewood, CO, with 7 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 206 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees will not exceed 2% annualized of managed assets. Fees are calculated monthly based on average daily balance and are negotiable at the firm's sole discretion.
Fee Estimator
Location
8310 S Valley Highway, Suite 480, Englewood, CO, 80112
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2026Customer Dispute
January 2026Other Business ActivitiesSells Insurance
William is involved with several Ridgegate entities, including Ridgegate Advisors, Ridgegate Alternatives, Ridgegate Financial, and Ridgegate Insurance, as well as Emerson Equity and AE Wealth Management. He spends full-time hours on these activities, which include investment advisory services, securities sales, and insurance sales.
Employment History
Current Registrations
Ridgegate Advisors, LLC
Emerson Equity LLCBroker
Previous Registrations
Ae Wealth Management, LLC
Emerson Equity LLC
Fidelity Brokerage Services LLCBroker
State Registrations6 states
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
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