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SNOWDEN ACCOUNT SERVICES LLC

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CRD#: 149794
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

SNOWDEN ACCOUNT SERVICES LLC is located at 540 Madison Ave 9th Floor, New York, NY 10022 and was first established at New York, Delaware in 12/31/2016. After operating for 9 years, SNOWDEN ACCOUNT SERVICES LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of SNOWDEN ACCOUNT SERVICES LLC’s clients are individuals and 0% of their clients are high net worth individuals. SNOWDEN ACCOUNT SERVICES LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at SNOWDEN ACCOUNT SERVICES LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access SNOWDEN ACCOUNT SERVICES LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at SNOWDEN ACCOUNT SERVICES LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for SNOWDEN ACCOUNT SERVICES LLC Comes From

Understanding the Statistics for SNOWDEN ACCOUNT SERVICES LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
540 Madison Ave 9th Floor, New York, NY 10022
Mailing Address
540 Madison Ave 9th Floor, New York, NY 10022
Firm Size
Small
Phone Number
(646) 218-9760
Established
Delaware since 12/31/2016
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
SCP INTERMEDIATE HOLDINGS LLCOWNER
FRANKS, GREGORY CREECHPRESIDENT1138171
MOONEY, ROBERT JAMESCEO & EXEC. REP4085030
RAIETA, JOSEPH AMANAGING DIRECTOR, INVESTMENT SOLUTIONS4646434
SEEMAN, MATTHEW CARLDIRECTOR OF FINANCE & FINOP6183764
WEST, RICHARD LEEGENERAL COUNSEL AND CCO4470264

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Advisor's working at SNOWDEN ACCOUNT SERVICES LLC

MB

Michael Kevin Bird

IAR
RR
CRD#: 1183817
CFP®: Certified Financial Planner
Location:
Wilson, WY
Company:
SNOWDEN CAPITAL ADVISORS LLC
Disclosures:
Experience:
42 years
View Profile
OP

Owen G Parr

IAR
RR
CRD#: 1485998
Location:
Coral Gables, FL 33134
Company:
SNOWDEN CAPITAL ADVISORS LLC
Disclosures:
Experience:
39 years
View Profile
DR

Daniel Jose Rodriguez

Daniel J Rodriguez, Daniel Joseph Rodriguez, Danny Rodriguez
IAR
RR
CRD#: 1479353
Location:
Coral Gables, FL 33134
Company:
SNOWDEN CAPITAL ADVISORS LLC
Disclosures:
Experience:
39 years
View Profile
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