AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
AS

Andrew E. Snape

PARSONS CAPITAL MANAGEMENT
PROVIDENCE, RI
·CRD# 7774509·3 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Andrew Snape

Blog Corner

Similar Advisors

DL
David Lawrence Loughlin

CITIZENS SECURITIES, INC.

WARWICK, RI · CRD#
View profile
AC
Anita Cepeda

FIDELITY BROKERAGE SERVICES LLC

SMITHFIELD, RI · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

DL
David Lawrence Loughlin

CITIZENS SECURITIES, INC.

WARWICK, RI · CRD#
AC
Anita Cepeda

FIDELITY BROKERAGE SERVICES LLC

SMITHFIELD, RI · CRD#

Contact Information

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

Similar Advisors

DL
David Lawrence Loughlin

CITIZENS SECURITIES, INC.

WARWICK, RI · CRD#
AC
Anita Cepeda

FIDELITY BROKERAGE SERVICES LLC

SMITHFIELD, RI · CRD#

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.

Similar Advisors

DL
David Lawrence Loughlin

CITIZENS SECURITIES, INC.

WARWICK, RI · CRD#
AC
Anita Cepeda

FIDELITY BROKERAGE SERVICES LLC

SMITHFIELD, RI · CRD#

Years of Experience

3 years in the financial services industry

Current & Past Employments

PARSONS CAPITAL MANAGEMENT INC·CRD# 106295
RIA
40 Westminster Street, Ste 400, Providence, RI 02903
January 6, 2026 - Present
STRATEGIC ADVISERS LLC·CRD# 104555
RIA
Smithfield, RI
March 31, 2025 - December 4, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS·CRD# 288590
RIA
Smithfield, RI
January 4, 2024 - March 31, 2025
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Smithfield, RI
October 6, 2023 - December 4, 2025

Similar Advisors

DL
David Lawrence Loughlin

CITIZENS SECURITIES, INC.

WARWICK, RI · CRD#
AC
Anita Cepeda

FIDELITY BROKERAGE SERVICES LLC

SMITHFIELD, RI · CRD#

Current Firm

PC
PARSONS CAPITAL MANAGEMENT INC

PARSONS CAPITAL MANAGEMENT INC

CRD#: 106295 / SEC#: 801-45209
RIA
Registered Investment Advisory firm - SEC (11/23/1993 Approved)

Contact Information

Main Address

40 Westminster Street, Ste 400, Providence, RI 02903

Phone Number

(401) 521-2440

# of Employees

22

SEC notice filing (25 States and Territories)

Registered to provide investment advisory services in 25 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2 BROCHURE (4/7/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,942

AUM (Assets Under Management)

$2,384,197,855

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/15/2026Cover PageReport
08/07/2025Cover PageReport
10/22/2024Cover PageReport

Similar Advisors

DL
David Lawrence Loughlin

CITIZENS SECURITIES, INC.

WARWICK, RI · CRD#
AC
Anita Cepeda

FIDELITY BROKERAGE SERVICES LLC

SMITHFIELD, RI · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

OBA-112618|OrgNmn:S & S Real Estate Holdings LLC|Org Addr:Providence,Rhode Isla,US|OBA Nature:Business Invests in individual|Invst Rel:Y|Title:Partner|Duties:Buying and selling individual properties|StrtDt:08-15-24|TotHrs/mon:3|TrdHrs/mon:0|

Similar Advisors

DL
David Lawrence Loughlin

CITIZENS SECURITIES, INC.

WARWICK, RI · CRD#
AC
Anita Cepeda

FIDELITY BROKERAGE SERVICES LLC

SMITHFIELD, RI · CRD#

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".
PC
PARSONS CAPITAL MANAGEMENT INC

PARSONS CAPITAL MANAGEMENT INC

CRD#: 106295 / SEC#: 801-45209
RIA
Registered Investment Advisory firm - SEC (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.
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

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

Series 66 — Uniform Combined State Law Examination

Passed Dec 2023About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Oct 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Aug 2023About the SIE exam

Similar Advisors

DL
David Lawrence Loughlin

CITIZENS SECURITIES, INC.

WARWICK, RI · CRD#
AC
Anita Cepeda

FIDELITY BROKERAGE SERVICES LLC

SMITHFIELD, RI · CRD#

CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

Similar Advisors

DL
David Lawrence Loughlin

CITIZENS SECURITIES, INC.

WARWICK, RI · CRD#
AC
Anita Cepeda

FIDELITY BROKERAGE SERVICES LLC

SMITHFIELD, RI · CRD#
AS
Follow Andrew
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required