Michael
Schmatz

Snowden Capital Advisors LLC

CRD#2522503
Investment Advisor
in Buffalo, NY

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About this Advisor

Michael Schmatz is a financial advisor operating out of Buffalo, New York with 3 years of industry experience. Schmatz works at Snowden Capital Advisors LLC. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Snowden Lane Partners. Schmatz maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to serve investors in Connecticut, New York and Texas. Snowden Capital Advisors LLC is a financial advisory firm that has its headquarters in New York, NY. The firm has offices in 12 locations and a total of 136 financial advisors. It oversees $5 billion in assets between its 8,037 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 16 charities and foundations. Of its 8,037 client accounts, 27% belong to high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm provides a diverse array 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 management largely vary depending on the type of services. Fees billed by Snowden Capital Advisors LLC likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 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

Office Location

6400 Sheridan Drive Suite 220
Buffalo, NY 14221

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Snowden Capital Advisors LLC Brokerage Details

Total Assets Under Management

$4,740,033,500

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

136

NY Average: 88
Total Number of Accounts

8,037

NY Average: 3,892
Average Account Size

$589,776

NY Average: $1,917,921

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

Michael Schmatz Work History

Michael has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Snowden Lane Partners

2011 - 2020 (9 years)

Bank Of America, N.A

2006 - 2020 (14 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*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 Michael Schmatz 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

Barbara Luttenberger
Pasadena, CA
Andrew Heitner
New York, NY
Erin Stoecker
Baltimore, MD
Christian Gallo
New York, NY
Joseph Raieta
New York, NY
Alexandra Chan
New York, NY
Daniel Arce
New York, NY
Allen Jacobi
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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