Snowden Capital Advisors LLC
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About this Advisor
Michelle Begina is a certified financial planner based in New York, New York. Currently an investment advisor with Snowden Capital Advisors LLC, they have accrued 10 years of practice in the financial advisory industry. Begina holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Begina can serve clients based out of New Jersey, Texas and Ohio. Over the course of their career, Begina has held roles at Morgan Stanley Smith Barney, Citigroup Global Markets Inc, Morgan Stanley Private Bank, National Association and Snowden Lane Partners. Snowden Capital Advisors LLC is based out of New York, New York, and operates out of nine additional brick-and-mortar locations in the country. Overall, Snowden Capital Advisors LLC manages $2 billion in assets across 3,830 accounts and employs more than 65 people. The amount of assets the firm manages makes it one of the biggest firms in the nation. The firm manages 2,803 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 39% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Snowden Capital Advisors LLC can offer 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
Michelle Begina Work History
Michelle has 10 years of experience.
Snowden Lane Partners
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
Michelle Begina has no disclosures.
Please visit their SEC profile for more details.