Owen G Parr
Advisor at Snowden Capital Advisors LLC — Coral Gables, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
40 years
Location
Coral Gables, FL 33134
Snowden Capital Advisors LLC
Multi-team
Owen Parr is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at Merrill and Bank of America, N.A. from 2009 to 2019 and joined Snowden Lane Partners in 2019. Outside of his advisory work, Parr is an author who self-publishes fiction novels. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by providing portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities, offering customized portfolios, use of third-party managers, and programs for externally custodied assets and employer-sponsored retirement plans.
Based on Snowden Capital Advisors LLC
Based on Snowden Capital Advisors LLC
Fixed fees for financial planning services negotiated case-by-case, may range from $500 to $50,000 or more
$0+: Typically 0.20% to 2.50% negotiated wrap fee rate for managed accounts and advisory services $0+: Up to 3.00% per annum advisory fee for PWA Program non-wrap fee accounts
Hourly rates for financial planning services range from $60 to $500 per hour, billed in 15-minute increments
Account minimum: $100,000 Minimum fee: Minimum annual fee up to $2,000, negotiated in advance and stated in the advisory agreement
Coral Gables, FL
One Alhambra Plaza
Coral Gables FL 33134
Advisors at this office
18
Florida
40 years of industry experience
Snowden Lane Partners
2019 - Present • 7 years
New York, NY
Merrill
2009 - 2019 • 10 years
Coral Gables, FL
BANK of AMERICA, N.A.
2009 - 2019 • 10 years
Coral Gables, FL
Morgan Stanley
2009 - 2009 • 1 year
FL
Citigroup Global Markets
2006 - 2009 • 3 years
FL
Wells Fargo Clearing
2003 - 2006 • 3 years
Miami, FL
Prudential Equity Group, LLC
2001 - 2003 • 2 years
Miami, FL
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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