Joseph
Raieta

Snowden Capital Advisors LLC

CRD#4646434
Investment Advisor
in New York, NY
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About this Advisor

Joseph Raieta is a chartered financial analyst who works out of New York, New York, with a total of 12 years of financial industry experience. Raieta works at Snowden Capital Advisors LLC. Throughout their career, they have worked at Merrill Lynch, Blackrock Investments, Inc, Hold Brothers, Bank Of America, Na, Icon Securities Corp, Icon Securities, LLC, Icon Capital, LLC, Independent and Snowden Account Services Inc. Raieta has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in California and Maryland. Snowden Capital Advisors LLC is a company that has its headquarters in New York, New York. The company has offices in nine locations and a total of 65 people on staff. It controls $2 billion in assets across its 3,830 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to seven charities and foundations. Of its 3,830 customer accounts, 39% are held by high-net-worth investors who have at least $1 million in assets. Snowden Capital Advisors LLC provides a wide assortment 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. Fees for financial management largely depend on which service is offered. However, fee types charged by Snowden Capital Advisors LLC likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

12 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

Disclosures

No

Office Location

540 Madison Ave. 9Th Floor
New York, NY 10022

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Snowden Capital Advisors LLC Brokerage Details

Total Assets Under Management

$1,919,765,827

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

71

NY Average: 88
Total Number of Accounts

4,734

NY Average: 3,892
Average Account Size

$405,527

NY Average: $1,917,921

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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

Joseph Raieta Work History

Joseph has 12 years of experience.

2015 - 2015 (0 years)

Independent

2015 - Present (4 years)

Snowden Account Services Inc

2014 - 2015 (1 years)

Icon Securities, LLC

2013 - 2013 (0 years)

Icon Capital, LLC

2011 - 2012 (1 years)

Icon Securities Corp

2010 - 2011 (1 years)

Merrill Lynch

2010 - 2011 (1 years)

Bank Of America,Na

2009 - 2010 (1 years)

Hold Brothers

2006 - 2009 (3 years)

Blackrock Investments, Inc

Disclosures

Joseph Raieta has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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