Stuart M. Sneddon

NEWBURY CAPITAL MANAGEMENT

South Pasadena, CA 91030

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CRD#: 2038208

Professional summary

Stuart Michael Sneddon, who also goes by Stuart M Sneddon, is a registered financial advisor currently at NEWBURY CAPITAL MANAGEMENT, LLC located in South Pasadena, California.

Stuart is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Stuart has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stuart M Sneddon

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stuart Michael Sneddon's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 21, 2009 - Present

NEWBURY CAPITAL MANAGEMENT, LLC

Office #1: 812 Fremont Ave. Suite 101, South Pasadena, CA 91030

RIA

CRD#: 148516

South Pasadena, CA

Past

July 8, 1997 - July 6, 2009

TOWER ASSET MANAGEMENT LLC

RIA

CRD#: 107919

BEVERLY HILLS, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NEWBURY CAPITAL MANAGEMENT, LLC

CAMDEN FINANCIAL PLANNING, INC | NEWBURY CAPITAL MANAGEMENT, LLC

CRD#: 148516 / SEC#: 801-110353

RIA

Registered Investment Advisory firm - (4/7/2017 Approved)

California

Registered Investment Advisory firm - (6/2/2017 Terminated)

Texas

Registered Investment Advisory firm - (5/3/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/21/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

NEWBURY CAPITAL MANAGEMENT, LLC

CAMDEN FINANCIAL PLANNING, INC | NEWBURY CAPITAL MANAGEMENT, LLC

CRD#: 148516 / SEC#: 801-110353

RIA

Registered Investment Advisory firm - (4/7/2017 Approved)

California

Registered Investment Advisory firm - (6/2/2017 Terminated)

Texas

Registered Investment Advisory firm - (5/3/2017 Terminated)

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Contact information

Main Address

812 Fremont Ave. Suite 101, South Pasadena, CA 91030

Mailing Address

Phone number

(626) 796-8898

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2 FIRM BROCHURE (3/12/2025)

Regulatory assets under management

Total Number of Accounts	406
AUM (Assets Under Management)	$ 144,385,467

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Stuart M. Sneddon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stuart Michael Sneddon's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEWBURY CAPITAL MANAGEMENT, LLC

TOWER ASSET MANAGEMENT LLC

Primary Firm SEC Registration

NEWBURY CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

NEWBURY CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NEWBURY CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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