David
Snopkowski
Constellation Wealth Advisors
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About this Advisor
David Snopkowski is a financial advisor working out of Cincinnati, Ohio. Snopkowski is on the advisory team at Constellation Wealth Advisors. During their career, Snopkowski has held roles at Quadrant Capital Group LLC, University Of Cincinnati, Graticule Asset Management Asia, Tudor Investment Corporation and Fortress Investment Group. Snopkowski has a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in Ohio. Constellation Wealth Advisors is an advisory business that has its headquarters in Cincinnati, OH. The company has offices in two locations and a total of 30 advisors. It administers $3 billion in assets among its 1,975 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to four charities and foundations. Of its 1,975 client accounts, 57% are associated with high-net-worth investors who have more than $1 million in assets. Constellation Wealth Advisors performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management typically vary depending on which services the firm provides the client. However, fee types charged by Constellation Wealth Advisors most likely include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Constellation Wealth Advisors Brokerage Details
$3,047,335,087
30
1,975
$1,542,954
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
David Snopkowski Work History
David has been registered as a financial advisor for 0 years.*
Quadrant Capital Group LLC
University Of Cincinnati
Graticule Asset Management Asia
Fortress Investment Group
Tudor Investment Corporation
*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 David Snopkowski 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 Constellation Wealth Advisors
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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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