Nicholas
Snow
Third Street Advisors, LLC
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About this Advisor
Nicholas Snow is a certified financial planner based in Geneva, Illinois with 1 year of relevant experience. Snow is an employee of Third Street Advisors, LLC. Over the course of their career, they have held roles at Equity Design Group, Sconnie Bar, Downing Landscape, Mk Landscape, Norwood Pines Supper Club, Jordan'S Big 10 Pub, University Of Wisconsin, Sagepoint Financial, Inc and Third Street Advisors, LLC. Snow holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Illinois and Minnesota. Third Street Advisors, LLC is a registered investment company operating out of Geneva, IL. The investment advisory business has a total of seven employees. It controls $90 million in total assets among its 245 customer accounts, placing it among the smaller firms in the nation by assets under management. Of its 245 accounts, 29% are held by high-net-worth clients who have at least $1 million in investable assets. Third Street Advisors, Llc provides portfolio management for individuals and small businesses. Financial advisory fee schedules usually depend on which services are provided. However, fees billed by Third Street Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Third Street Advisors, LLC Brokerage Details
$90,389,257
7
245
$368,936
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Nicholas Snow Work History
Nicholas has been registered as a financial advisor for 1 years.*
Third Street Advisors, LLC
Equity Design Group
Sagepoint Financial, Inc
University Of Wisconsin
Downing Landscape
Sconnie Bar
Mk Landscape
Norwood Pines Supper Club
Jordan'S Big 10 Pub
Norwood Pines Supper Club
*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 Nicholas Snow 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 Third Street Advisors, LLC
Geneva, IL
Geneva, IL
Geneva, IL
Geneva, IL
Wausau, WI
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.