Sharon
Bowen

Snowden Capital Advisors LLC

CRD#4235512
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Sharon Bowen is a financial advisor based in Pittsburgh, Pennsylvania, working with Snowden Capital Advisors LLC. Sharon has previously held positions at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, and Snowden Lane Partners. Sharon has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey and Pennsylvania. Currently, Sharon 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

Series 63, Series 65

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

500 Grant Street Suite 2900
Pittsburgh, PA 15219

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Snowden Capital Advisors LLC Brokerage Details

Total Assets Under Management

$5,932,368,220

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

148

PA Average: 88
Total Number of Accounts

9,455

PA Average: 3,892
Average Account Size

$627,432

PA 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

Sharon Bowen Work History

2017 - Present (8 years)

Snowden Lane Partners

2014 - 2017 (3 years)

Tiaa

2014 - 2017 (3 years)

Tiaa-Cref Individual & Institutional Services, LLC

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Disclosures

Please visit the SEC profile of Sharon Bowen 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

Joseph Raieta
New York, NY
Alberto Bravo
Miami, FL
John Giannattasio
New Haven, CT
Spencer Reece
Baltimore, MD
Gregory Timeranko
New York, NY
Robert Hoffman
New York, NY
Sharon Bowen
Pittsburgh, PA
Loretta Manzanares
New York, NY

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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