Snowden Account Services LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
138
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
149794
Registered since
April 8, 2010

Firm profile

FINTRX

Overview

Snowden Account Services LLC is organized as a limited liability company and is identified in the dataset as a domestic entity with an “unclassified” firm type. The provider-level snapshot in the source contains minimal disclosure about the firm’s operations: no formal description of advisory services, investment mandate, fee schedules, or client segments was supplied. The record also flags the firm as not being a capital allocator and not an active ESG investor. Other dataset indicators note that it is not a newly formed adviser, not a pension consultant, and not listed as a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • Emily Clinton

    ContractorCRD 2844666

  • Gregory Franks

    Gregory Franks

    Managing Partner, President, COOCRD 1138171

  • Robert Mooney

    Robert Mooney

    CEO & Managing PartnerCRD 4085030

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Contacts

3 of 133
  • Kristian Sedeno

    Kristian Sedeno

    Partner, Managing DirectorCRD 5724683

  • Alison Burkett

    Alison Burkett

    Executive Vice PresidentCRD 5750500

  • Stephanie Powell

    Stephanie Powell

    Senior Client Relationship ManagerCRD 5077505

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
540 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth