Thomas
Hakala

Snowden Capital Advisors LLC

CRD#4217107
Investment Advisor
in New York, NY

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About this Advisor

Thomas Hakala is a financial advisor based in New York, New York, working with Snowden Capital Advisors LLC. Thomas has previously held positions at Fieldpoint Private Securities LLC and Snowden Capital Advisors LLC. Thomas is registered to provide services in Arizona, California, Colorado, Connecticut, Delaware, Florida, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Texas, Utah, Virginia, and Washington. Currently, Thomas is part of Snowden Capital Advisors LLC, which operates out of New York, New York. The firm has 15 offices and 148 employees. The firm manages assets totaling $5.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Snowden Capital Advisors LLC includes asset-based and fixed fees.

Certifications and Registrations

Personal Financial Specialist

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

540 Madison Ave. 9Th Floor
New York, NY 10022

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Snowden Capital Advisors LLC Brokerage Details

Total Assets Under Management

$5,932,368,220

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

148

NY Average: 88
Total Number of Accounts

9,455

NY Average: 3,892
Average Account Size

$627,432

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

Thomas Hakala Work History

2022 - Present (2 years)

Snowden Capital Advisors LLC

2012 - 2022 (10 years)

Fieldpoint Private Secruities LLC

Disclosures

Please visit the SEC profile of Thomas Hakala 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

Joshua Hogan
San Antonio, TX
Joseph Raieta
New York, NY
Robert Hoffman
New York, NY
Alberto Bravo
Miami, FL
Paula Gaibor
New York, NY
Tony Esses
Miami, FL
Andrew Leventhal
New York, NY
John Giannattasio
New Haven, CT

The content in this profile was updated by SmartAsset on 6/19/2024. 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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