Snowden Capital Advisors LLC
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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
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
Leah Eller Work History
Leah has 11 years of experience.
Snowden Lane Partners
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Morgan Stanley & Co., Inc
Leah Eller has no disclosures.
Please visit their SEC profile for more details.