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Steven M. Snowden
U.S. PRIVATE WEALTH
PALM BEACH GARDENS, FL 33410
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CRD#: 7217348
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Professional summary
Steven Michael Snowden is a registered financial advisor currently at U.S. PRIVATE WEALTH, LLC located in Palm Beach Gardens, Florida.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Steven has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Steven Michael Snowden'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
October 29, 2021 - Present
U.S. PRIVATE WEALTH, LLC
Office #1: 3001 Pga Boulevard Suite 103, Palm Beach Gardens, FL 33410RIA
CRD#: 167288
PALM BEACH GARDENS, FL
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".
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U.S. PRIVATE WEALTH, LLC
RETIRE WELL, LLC | WALL WEALTH MANAGEMENT, LLC | WALL PRIVATE WEALTH, LLC | U.S. PRIVATE WEALTH, LLC
CRD#: 167288 / SEC#: 801-135084
RIA
Registered Investment Advisory firm - (1/5/2026 Approved)Arkansas
Registered Investment Advisory firm - (4/11/2022 Approved)Florida
Registered Investment Advisory firm - (4/10/2013 Approved)New Jersey
Registered Investment Advisory firm - (1/12/2026 Terminated)Pennsylvania
Registered Investment Advisory firm - (5/23/2013 Approved)Texas
Registered Investment Advisory firm - (7/27/2023 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
Florida(10/29/2021)
Current Firm
UP
U.S. PRIVATE WEALTH, LLC
RETIRE WELL, LLC | WALL WEALTH MANAGEMENT, LLC | WALL PRIVATE WEALTH, LLC | U.S. PRIVATE WEALTH, LLC
CRD#: 167288 / SEC#: 801-135084
RIA
Registered Investment Advisory firm - (1/5/2026 Approved)Arkansas
Registered Investment Advisory firm - (4/11/2022 Approved)Florida
Registered Investment Advisory firm - (4/10/2013 Approved)New Jersey
Registered Investment Advisory firm - (1/12/2026 Terminated)Pennsylvania
Registered Investment Advisory firm - (5/23/2013 Approved)Texas
Registered Investment Advisory firm - (7/27/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3001 Pga Boulevard Suite 103, Palm Beach Gardens, FL 33410
Mailing Address
Phone number
(561) 855-4635
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 463 |
| AUM (Assets Under Management) | $ 173,720,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
