Ryan
Perraut

Snowden Capital Advisors LLC

CRD#5047700
Investment Advisor
in Bethesda, MD

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About this Advisor

Ryan Perraut is a chartered financial analyst based out of Bethesda, Maryland who has 8 years of relevant experience. Perraut currently works for Snowden Capital Advisors LLC. During their career, Perraut has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Deloitte Consulting Llp, Bank Of America, N.A and Snowden Lane Partners. Perraut has Series 63 and Series 66 licenses, designating them as a securities broker, and is able to work in Delaware, District Of Columbia, Florida, Maryland, New Jersey and Utah. Snowden Capital Advisors LLC is a company based out of New York, NY. The company has offices in 12 locations and a total of 136 employees. It manages $5 billion in assets among its 8,037 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 16 charities and foundations. Of its 8,037 customer accounts, 27% belong to high-net-worth clients who have greater than $1 million in assets. Snowden Capital Advisors LLC offers a diverse set 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. Financial advisory fees usually depend on which services are offered. Fees charged by Snowden Capital Advisors LLC can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

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 Avenue 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

Ryan Perraut Work History

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

2015 - Present (9 years)

Snowden Lane Partners

2014 - 2015 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2015 (1 year)

Bank Of America, N.A

2011 - 2014 (3 years)

Deloitte Consulting Llp

*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 Ryan Perraut 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

Andrew Heitner
New York, NY
Joseph Raieta
New York, NY
Christian Gallo
New York, NY
Barbara Luttenberger
Pasadena, CA
Erin Stoecker
Baltimore, MD
John Diciaccio
Pasadena, CA
Wilton Mejia
New York, NY
Jose Oliveira
New York, NY

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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