Snowden Capital Advisors LLC
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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
Years of Experience
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Snowden Capital Advisors LLC Brokerage Details
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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.
Snowden Account Services Inc
Icon Securities, LLC
Icon Capital, LLC
Icon Securities Corp
Bank Of America,Na
Blackrock Investments, Inc
Joseph Raieta has no disclosures.
Please visit their SEC profile for more details.