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Steven Michael Snowden

1977 WEALTH
MIAMI, FL
·CRD# 7217348·5 years experience

Professional Summary

Steven Michael Snowden is a registered financial advisor currently at 1977 WEALTH, LLC located in Miami, Florida. Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Steven has worked at 2 firms and has passed the Series 63, Series 65 and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

5 years in the financial services industry

Current & Past Employments

1977 WEALTH, LLC·CRD# 343350
RIA
2125 Biscayne Blvd. Suite 204 #27449, Miami, FL 33137
August 6, 2026 - Present
U.S. PRIVATE WEALTH, LLC·CRD# 167288
RIA
Palm Beach Gardens, FL
October 29, 2021 - August 28, 2026

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Current Firm

1W
1977 WEALTH, LLC

1977 WEALTH, LLC

CRD#: 343350 / SEC#: 801-137004
RIA
Registered Investment Advisory firm - SEC (8/5/2026 120-Day Approval)

Contact Information

Main Address

2125 Biscayne Blvd. Suite 204 #27449, Miami, FL 33137

Phone Number

(561) 419-9444

# of Employees

2

SEC notice filing (5 States and Territories)

Registered to provide investment advisory services in 5 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

1977 WEALTH FIRM BROCHURE (8/18/2026)
0

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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.

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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.
IAR
Florida
(8/17/2026)
IAR
Texas
(8/6/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2026About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2021About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed Aug 2026About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Steven Michael Snowden's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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