Andrew E. Snape

PARSONS CAPITAL MANAGEMENT

Providence, RI 02903

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CRD#: 7774509

Professional summary

Andrew E. Snape, who also goes by Andrew Snape, is a registered financial advisor currently at PARSONS CAPITAL MANAGEMENT INC located in Providence, Rhode Island.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Andrew has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrew Snape

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew E. Snape'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

January 6, 2026 - Present

PARSONS CAPITAL MANAGEMENT INC

Office #1: 40 Westminster Street, Ste 400, Providence, RI 02903

RIA

CRD#: 106295

Providence, RI

Past

March 31, 2025 - December 4, 2025

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

SMITHFIELD, RI

Past

January 4, 2024 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

SMITHFIELD, RI

Past

October 6, 2023 - December 4, 2025

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

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".

PARSONS CAPITAL MANAGEMENT INC

CRD#: 106295 / SEC#: 801-45209

RIA

Registered Investment Advisory firm - (11/23/1993 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

Rhode Island
(1/6/2026)

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

State Security Law Exam

IAR

Series 66

Date: 12/8/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/6/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/23/2023

Securities Industry Essentials Examination

Current Firm

PARSONS CAPITAL MANAGEMENT INC

CRD#: 106295 / SEC#: 801-45209

RIA

Registered Investment Advisory firm - (11/23/1993 Approved)

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Contact information

Main Address

40 Westminster Street, Ste 400, Providence, RI 02903

Mailing Address

Phone number

(401) 521-2440

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 BROCHURE (12/23/2025)

Regulatory assets under management

Total Number of Accounts	1,864
AUM (Assets Under Management)	$ 2,094,653,633

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/07/2025	Cover Page	Report
10/22/2024	Cover Page	Report
08/25/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Andrew E. Snape

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew E. Snape's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

PARSONS CAPITAL MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/8/2023

Series 7TO

Date: 10/6/2023

SIE

Date: 8/23/2023

Current Firm

PARSONS CAPITAL MANAGEMENT INC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PARSONS CAPITAL MANAGEMENT INC

TRUST BUT VERIFY

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