Jose
Oliveira
Snowden Capital Advisors LLC
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About this Advisor
Jose Oliveira is a financial advisor who works out of New York, New York who has 2 years of relevant experience. Oliveira currently works for Snowden Capital Advisors LLC. Their career trajectory has included roles at J.P. Morgan Securities LLC, Wells Fargo Clearing Services, LLC and Snowden Lane Partners. Oliveira maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey and Texas. Snowden Capital Advisors LLC is an advisory business based out of New York, NY. The firm has offices in 12 locations and a total of 136 financial advisors. It controls $5 billion in total assets between its 8,037 accounts, placing it among the largest firms in the country by assets under management. The firm serves 16 charities and foundations. Of its 8,037 client accounts, 27% are held by high-net-worth investors who have more than $1 million in investable assets. The business performs 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. Fees for financial advisory services typically are based on which services the firm provides the client. Fees charged by Snowden Capital Advisors LLC likely include some combination 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
Jose Oliveira Work History
Jose has been registered as a financial advisor for 2 years.*
Snowden Lane Partners
Wells Fargo Clearing Services, LLC
J.P. Morgan Securities LLC
*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 Jose Oliveira 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
Baltimore, MD
New York, NY
Pasadena, CA
New York, NY
New York, NY
Pasadena, CA
New York, NY
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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