Stephanie
Young
Snowden Capital Advisors LLC
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About this Advisor
Stephanie Young is a financial advisor based in West Lebanon, New Hampshire. Young is an employee of Snowden Capital Advisors LLC. They have spent their entire time as a financial advisor at Snowden Capital Advisors Llc. Young holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in New Hampshire, Texas and Vermont. Snowden Capital Advisors LLC is a company headquartered in New York, NY. The company has offices in 12 locations and a total of 136 advisors. It manages $5 billion in assets under management among its 8,037 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 16 charitable organizations. Of its 8,037 accounts, 27% belong to high-net-worth clients who have more than $1 million in assets available to invest. Snowden Capital Advisors LLC offers a number 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. A financial advisor's fees largely are based on which service is offered. However, fees billed by Snowden Capital Advisors LLC likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Snowden Capital Advisors LLC Brokerage Details
$4,740,033,500
136
8,037
$589,776
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 Young Work History
Stephanie has been registered as a financial advisor for 0 years.*
Morgan Stanley Smith Barney
*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 Stephanie Young 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
Pasadena, CA
New York, NY
New York, NY
Baltimore, MD
New York, NY
New York, NY
New Haven, CT
New York, NY
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