Alex
Bryer

Snowden Capital Advisors LLC

CRD#2844077
Investment Advisor
in Bethesda, MD

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About this Advisor

Alex Bryer is a financial advisor based out of Bethesda, Maryland who has 8 years of industry experience. Bryer is an employee of Snowden Capital Advisors LLC. During their career, Bryer has held roles at Snowden Lane Partners and Merrill Lynch, Pierce, Fenner & Smith Inc. Bryer has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Delaware, District Of Columbia, Florida, Maryland, New Jersey, Ohio, Texas and Utah. Snowden Capital Advisors LLC is a company that has its headquarters in New York, NY. The investment advisory business has offices in 12 locations and a total of 136 people on staff. It has $5 billion in assets under management among its 8,037 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 16 charitable organizations. Of its 8,037 client accounts, 27% belong to high-net-worth clients who have more than $1 million in investable assets. Snowden Capital Advisors LLC has a diverse array 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. Financial management fees largely are based on which services the firm provides the client. Fees billed by Snowden Capital Advisors LLC may include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 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

8120 Woodmont Ave. Ste 700
Bethesda, MD 20814

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Snowden Capital Advisors LLC Brokerage Details

Total Assets Under Management

$4,740,033,500

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

136

MD Average: 88
Total Number of Accounts

8,037

MD Average: 3,892
Average Account Size

$589,776

MD 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

Alex Bryer Work History

Alex has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Snowden Lane Partners

1996 - 2015 (19 years)

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 Alex Bryer 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
Andrew Heitner
New York, NY
Erin Stoecker
Baltimore, MD
Christian Gallo
New York, NY
Barbara Luttenberger
Pasadena, CA
Jose Oliveira
New York, NY
Daniel Arce
New York, NY
Leah Snell
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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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.

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