Leah
Eller

Snowden Capital Advisors LLC

CRD#4012430
Investment Advisor
in New York, NY
Are you Leah Eller? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Leah Eller is a certified financial planner whose office is in New York, New York. Currently an investment advisor at Snowden Capital Advisors LLC, Eller has 11 years of work experience as a financial advisor. Eller maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Eller can work with customers based out of California, Colorado, Illinois, New Hampshire, Pennsylvania, Texas, Washington, Utah and Virginia. The advisor has gained experience at Morgan Stanley & Co., Inc, Wells Fargo Advisors LLC, Snowden Lane Partners and Wells Fargo Clearing Services, LLC. Snowden Capital Advisors LLC is headquartered in New York, New York, and operates out of nine additional locations throughout the United States. In aggregate, Snowden Capital Advisors LLC manages $2 billion in assets throughout 3,830 client accounts and retains more than 65 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the United States. The firm manages 2,803 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 39% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Snowden Capital Advisors LLC offers 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 firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Leah Eller Work History

Leah has 11 years of experience.

2018 - Present (1 years)

Snowden Lane Partners

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2007 - 2009 (2 years)

Morgan Stanley & Co., Inc

Disclosures

Leah Eller has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started