Christian R. Snowden

CHANNEL WEALTH

SANTA BARBARA, CA 93105

Some features on this profile are disabled

CRD#: 5922548

Professional summary

Christian Randolph Snowden, AIF®, who also goes by Chris Snowden, is a registered financial advisor currently at CHANNEL WEALTH, LLC located in Santa Barbara, California.

Christian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Christian has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Snowden

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) CHRIS SNOWDEN INSURANCE AGENT POSITION: agent NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2016 ADDRESS: 3700 State St, Suite 240, Santa Barbara CA 93105, United States DESCRIPTION: Where appropriate work on clients' behalf to match them with insurance products that match their needs. 2) THE FRIENDSHIP PADDLE POSITION: Board of Directors NATURE: Not for profit, 501c3 INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2019 ADDRESS: 920 Garden St. Suite A, Santa Barbara CA 93101, United States DESCRIPTION: Help organize and manage a one day event that raises funds for a beneficiary. Assist with tracking finances from donations, payments from registration and grants to ensure funds are allocated to the beneficiary properly and that the organization is in good financial health.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Randolph Snowden'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

October 28, 2022 - Present

CHANNEL WEALTH, LLC

Office #1: 3760 State Street Suite 201, Santa Barbara, CA 93105

RIA

CRD#: 323461

SANTA BARBARA, CA

Past

August 19, 2014 - November 1, 2022

OSAIC SERVICES, INC.

RIA

CRD#: 133763

SANTA BARBARA, CA

Past

August 13, 2014 - November 1, 2022

OSAIC SERVICES, INC.

CRD#: 133763

SANTA BARBARA, CA

Past

July 18, 2011 - August 8, 2014

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SANTA BARBARA, CA

Past

June 22, 2011 - August 8, 2014

UBS FINANCIAL SERVICES INC.

CRD#: 8174

SANTA BARBARA, 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".

CHANNEL WEALTH, LLC

CRD#: 323461 / SEC#: 801-126767

RIA

Registered Investment Advisory firm - (10/25/2022 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

California
(10/28/2022)

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

State Security Law Exam

IAR

Series 66

Date: 7/15/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/21/2011

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 3/17/2009

National Commodity Futures Examination

Current Firm

CHANNEL WEALTH, LLC

CRD#: 323461 / SEC#: 801-126767

RIA

Registered Investment Advisory firm - (10/25/2022 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3760 State Street Suite 201, Santa Barbara, CA 93105

Mailing Address

Phone number

(805) 898-0893

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CHANNEL WEALTH ADV PART 2A (7/11/2025)

Regulatory assets under management

Total Number of Accounts	1,796
AUM (Assets Under Management)	$ 833,014,360

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.

Similar Advisors

David Given

CURTIS ADVISORY GROUP, LLC

IAR

Santa Barbara, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Christian R. Snowden

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Randolph Snowden's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

CHANNEL WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/15/2011

SIE

Date: 10/1/2018

Series 7

Date: 6/21/2011

Series 3

Date: 3/17/2009

Current Firm

CHANNEL WEALTH, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHANNEL WEALTH, LLC

TRUST BUT VERIFY

Similar Advisors