Imar
Rodriguez
Snowden Capital Advisors LLC
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About this Advisor
Imar Rodriguez is a financial advisor working out of San Diego, California with a total of 8 years of industry experience. Rodriguez is on the advisory team at Snowden Capital Advisors LLC. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc and Snowden Lane Partners. Rodriguez maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is able to serve investors in California. Snowden Capital Advisors LLC is an advisory company based out of New York, NY. The company has offices in 12 locations and a total of 136 financial advisors. It manages $5 billion in total assets among its 8,037 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 16 charitable organizations. Of its 8,037 accounts, 27% are associated with high-net-worth individuals who have greater than $1 million in assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management usually are based on the type of services offered. Fees billed by Snowden Capital Advisors LLC may include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Snowden Capital Advisors LLC Brokerage Details
$4,740,033,500
136
8,037
$589,776
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Imar Rodriguez Work History
Imar has been registered as a financial advisor for 8 years.*
Snowden Lane Partners
Merrill Lynch, Pierce, Fenner & Smith Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Imar Rodriguez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Snowden Capital Advisors LLC
New York, NY
Baltimore, MD
Pasadena, CA
New York, NY
New York, NY
New York, NY
New Haven, CT
Miami, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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