Luis
Vegas

Snowden Capital Advisors LLC

CRD#2970465
Investment Advisor
in Chicago, IL

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About this Advisor

Luis Vegas is a financial advisor working out of Chicago, Illinois with a total of 3 years of industry experience. Vegas works at Snowden Capital Advisors LLC. Their career trajectory has included roles at Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC and Snowden Lane Partners. Vegas holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and can serve investors in California, Colorado, Florida, Illinois, Nevada and Texas. Snowden Capital Advisors LLC is a financial advisory company headquartered in New York, NY. The company has offices in 12 locations and a total of 136 financial advisors. It handles $5 billion in assets among its 8,037 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 16 charitable organizations. Of its 8,037 customer accounts, 27% are held by high-net-worth clients who have at least $1 million in assets available to invest. Snowden Capital Advisors LLC performs a broad assortment of services, including 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 charged by financial advisors are based on which services the firm provides the client. However, fee types billed by Snowden Capital Advisors LLC most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

151 North Franklin Ste 500
Chicago, IL 60606

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Snowden Capital Advisors LLC Brokerage Details

Total Assets Under Management

$4,740,033,500

IL Average: $7,464,549,021
Total Number of Employees

136

IL Average: 88
Total Number of Accounts

8,037

IL Average: 3,892
Average Account Size

$589,776

IL Average: $1,917,921

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

Luis Vegas Work History

Luis has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Snowden Lane Partners

2010 - 2020 (10 years)

Jpmorgan Chase Bank, N.A

2008 - 2020 (12 years)

J.P. Morgan Securities LLC

*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 Luis Vegas 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

Joseph Raieta
New York, NY
Christian Gallo
New York, NY
Erin Stoecker
Baltimore, MD
Barbara Luttenberger
Pasadena, CA
Andrew Heitner
New York, NY
Jose Oliveira
New York, NY
Julie Babcock
Pasadena, CA
Luis Gonzalez
Pasadena, CA

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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