RS
Richard Snow
EASTERLY INVESTMENT PARTNERS LLC
SEWICKLEY, PA 15143
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CRD#: 2104202
RS
Professional summary
Richard Snow, who also goes by Richard A Snow, Richard Avery Snow, is a registered financial advisor currently at EASTERLY INVESTMENT PARTNERS LLC located in Sewickley, Pennsylvania.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Richard has worked at 2 firms and has passed the Series 65 and Series 2 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Richard A Snow | Richard Avery Snow
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.
01/01/1985: Minority Owner for Quality Warehouse, a public warehouse , located at 100 Sweetwater Lane, Edison, NJ 08837. Though duties are related to investment advisory, no work is currently required either during or after trading hours. 01/01/2008: Trustee for the Jewish Healthcare Foundation, a non-profit, located at Centre City Tower, Suite 2400, 650 Smithfield Street Pittsburgh PA, 15222. Duties are of an advisory nature for a Board Member, which require two hours a month during trading hours and two hours a month outside of trading hours. It is not investment related. 12/23/2013: Investor in Dr. Pawel Kalinski's Cancer Research, located at Roswell Park Comprehensive Cancer Center, Elm and Carlton Streets, Buffalo, NY 14263. There are no duties related to this involvement, and it is not investment related. 01/01/2015: Investor in Snap Retail/Snap RX, which helps in setting up online pharmacies, located at Alloy 26, 100 South Commons, Suite 102 Pittsburgh, PA 15212. There are no duties related to this involvement, and it is not investment related. 04/22/2015: Investor in Diamond Kinetics, a baseball tech company, located at 700 River Avenue, Pittsburgh, PA 15212. There are no duties related to this involvement, and it is not investment related. 02/28/2017: Investor in RoadRunner Inc, a recycling venture capital, located at One PPG PL, 33 FL, Pittsburgh PA 15222. There are no duties related to this involvement, and it is not investment related. 06/30/2017: Investor in RAM Global LLC, a venture capital, located at Tallawanda Dr, Fairfield, OH 45014. There are no duties related to this involvement, and it is not investment related. 02/14/2018: Investor in Accuitis, pharma research for eye and skin care, located at 1005 Alderman Drive Suite 104 Alpharetta, GA 30024. There are no duties related to this involvement, and it is investment related. 06/2021: Investor in Easterly Fleet Holdings. There are no duties related to this involvement and it is investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Richard Snow's 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®
NoneExperience
Current
July 15, 2021 - Present
EASTERLY INVESTMENT PARTNERS LLC
Office #1: 1605 Carmody Court Suite 100, Sewickley, PA 15143RIA
CRD#: 299607
SEWICKLEY, PA
Past
June 25, 2002 - December 24, 2021
SNOW CAPITAL MANAGEMENT, L.P.
RIA
CRD#: 106516
SEWICKLEY, PA
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".
EI
EASTERLY INVESTMENT PARTNERS LLC
E LEVIN PARTNERS LLC | LEVIN EASTERLY PARTNERS LLC | LEVIN EASTERLY | EASTERLY INVESTMENT PARTNERS LLC | EASTERLY ACQUISITION II LLC
CRD#: 299607 / SEC#: 801-114563
RIA
Registered Investment Advisory firm - (1/28/2019 Approved)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
Pennsylvania(7/15/2021)
IAR
Texas(7/15/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 2
Date: 10/26/1990
Non-Member General Securities ExaminationCurrent Firm
EI
EASTERLY INVESTMENT PARTNERS LLC
E LEVIN PARTNERS LLC | LEVIN EASTERLY PARTNERS LLC | LEVIN EASTERLY | EASTERLY INVESTMENT PARTNERS LLC | EASTERLY ACQUISITION II LLC
CRD#: 299607 / SEC#: 801-114563
RIA
Registered Investment Advisory firm - (1/28/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
138 Conant Street Suite 100, Beverly, MA 01915
Mailing Address
Phone number
(617) 231-4300
Established
Firm type
Fiscal year end
# of Employees
36
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 274 |
| AUM (Assets Under Management) | $ 3,054,234,330 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/06/2025 | ||
| 02/23/2024 | ||
| 03/08/2023 |
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.
