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Cynthia Hewitt

47 Years of Experience
New York, NY
Broker

Cynthia Hewitt is a registered investment advisor at Snowden Capital Advisors LLC, based in New York, NY, with 47 years of industry experience. Cynthia 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

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

Cynthia serves as a board member and/or treasurer for several charitable organizations, including The Land Conservancy of Southern Chester County, Delaware Wild Lands, Winterthur Museum and Gardens and Library, Serviam Academy, and The Library of American Landscape History. She also serves on the investment committee for the Tatnall School.

Employment History
Current Registrations
Snowden Capital Advisors LLC
September 2020 - Present · 5 yrs 10 mos
Snowden Account Services LLC
August 2020 - Present · 5 yrs 11 mos
Snowden Account Services LLCBroker
August 2020 - Present · 5 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 1989 - April 2018 · 28 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - April 2018 · 39 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
July 1976 - September 1978 · 2 yrs 2 mos
State Registrations12 states
CADEFLLAMAMDNHNMORPATNVA
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.