Stephanie
Powell

Snowden Capital Advisors LLC

CRD#5077505
Investment Advisor
in West Lebanon, NH

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About this Advisor

Stephanie Powell is a financial advisor based in West Lebanon, New Hampshire, working with Snowden Capital Advisors LLC. Stephanie has previously held a position at Morgan Stanley Smith Barney. Stephanie has passed the Series 66 regulatory exam and is registered to provide services in New Hampshire, Texas, and Vermont. Currently, Stephanie is part of Snowden Capital Advisors LLC, which operates out of West Lebanon, New Hampshire. The firm has 15 offices and 148 employees. The firm manages assets totaling $5.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Snowden Capital Advisors LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

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

93 South Main Street
West Lebanon, NH 03784

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Snowden Capital Advisors LLC Brokerage Details

Total Assets Under Management

$5,932,368,220

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

148

NH Average: 88
Total Number of Accounts

9,455

NH Average: 3,892
Average Account Size

$627,432

NH 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

Stephanie Powell Work History

2009 - Present (16 years)

Morgan Stanley Smith Barney

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Disclosures

Please visit the SEC profile of Stephanie Powell 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

Caesar Cepeda
Pasadena, CA
Loretta Manzanares
New York, NY
John Giannattasio
New Haven, CT
Spencer Reece
Baltimore, MD
Sharon Bowen
Pittsburgh, PA
Joseph Raieta
New York, NY
Andrew Leventhal
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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