Nichole
Leo
Snowden Capital Advisors LLC
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About this Advisor
Nichole Leo is a financial advisor based in Pittsburgh, Pennsylvania, working with Snowden Capital Advisors LLC. Nichole has previously held positions at Snowden Lane Partners and Bny Mellon. Nichole has passed the Series 66 regulatory exam and is registered to provide services in New Jersey and Pennsylvania. Currently, Nichole is part of Snowden Capital Advisors LLC, which operates out of Pittsburgh, Pennsylvania. 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
Services Offered
Fee Structure
Office Location
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Snowden Capital Advisors LLC Brokerage Details
$5,932,368,220
148
9,455
$627,432
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
Nichole Leo Work History
Snowden Lane Partners
Bny Mellon
Disclosures
Please visit the SEC profile of Nichole Leo 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
Baltimore, MD
New York, NY
Miami, FL
New Haven, CT
New York, NY
Miami, FL
San Antonio, TX
New York, NY
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