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Victor M. Flores

SNOWWATER INVESTMENT PARTNERS
Fairfield, CT
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CRD#: 5246496
VF

Professional summary


Victor Michael Flores, who also goes by VIctor Flores, is a registered financial advisor currently at SNOWWATER INVESTMENT PARTNERS, LLC located in Fairfield, Connecticut.

Victor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Victor has worked at 3 firms and has passed the Series 66, Series 63, Series 31, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Victor Flores

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.
1. St. John's University; Not investment related; 101 Astor Place, New York, NY 10003; Graduate Education; Adjunct part time professor; 2019 to present; 20 HOURS/MONTH, 0 DURING TRADING; Teach students about finance. 2. Quontic Adaptive Digital Bank - not investment related - One Rockefeller Plaza, 9th Floor, New York, NY 10020 - Retail Banking - Board Member - Black & Hispanic Community Development Board - 01/2022 - 2 hours per month - 0 hours during trading - advising on community initiatives

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Victor Michael Flores'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

June 11, 2021 - Present

SNOWWATER INVESTMENT PARTNERS, LLC

RIA
CRD#: 311790
Fairfield, CT
Past

January 11, 2021 - April 5, 2021

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
New York, NY
Past

January 11, 2021 - April 5, 2021

CITI PRIVATE ALTERNATIVES, LLC

BD
CRD#: 153777
New York, NY
Past

January 21, 2010 - February 13, 2013

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

March 12, 2007 - February 7, 2008

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

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".
SI
SNOWWATER INVESTMENT PARTNERS, LLC
SNOWWATER INVESTMENT PARTNERS, LLC

CRD#: 311790 / SEC#: 801-120047

RIA
Registered Investment Advisory firm - (1/4/2021 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
New York
(6/11/2021)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/8/2021
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 1/8/2021
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SI
SNOWWATER INVESTMENT PARTNERS, LLC
SNOWWATER INVESTMENT PARTNERS, LLC

CRD#: 311790 / SEC#: 801-120047

RIA
Registered Investment Advisory firm - (1/4/2021 Approved)
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Contact information


Main Address
Fairfield, CT
Mailing Address
Phone number
(203) 997-6670
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (2 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SNOWWATER DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (3/21/2025)

Regulatory assets under management


Total Number of Accounts129
AUM (Assets Under Management)$ 795,000,000

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.

Company Information


SNOWWATER INVESTMENT PARTNERS, LLC

CRD#: 311790Fairfield, CT

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