Michelle
Begina

Snowden Capital Advisors LLC

CRD#2409222
Investment Advisor
in New York, NY
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 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

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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

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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.

2017 - Present (2 years)

Snowden Lane Partners

2015 - 2017 (2 years)

Morgan Stanley Private Bank, National Association

2009 - 2017 (8 years)

Morgan Stanley Smith Barney

2008 - 2009 (1 year)

Citigroup Global Markets Inc

Disclosures

Michelle Begina has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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