Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Mark S
Series 66
Watermill, NY
Snow Financial Management, LLC
Mark Snow is a financial advisor at Snow Financial Management, LLC with 18 years of industry experience. He has worked at HSBC Securities (USA) Inc. for four years and has been associated with HSBC since 1998. Snow holds a Series 66 designation. Snow Financial Management provides personalized, discretionary investment management and financial advice to individuals, high net worth clients, trusts, retirement accounts, charitable organizations, and businesses. The firm constructs portfolios tailored to client-specific objectives and risk tolerance, employing equities, fixed income, mutual funds, ETFs, derivatives, options, and other securities with ongoing monitoring and individualized account oversight.
Michael S
Series 65
Watermill, NY
Snow Financial Management, LLC
Michael Snow is a financial advisor at Snow Financial Management, LLC with 29 years at the firm and 11 years of industry experience. He holds a Series 65 credential. Mr. Snow serves on the boards of several derivatives trading and clearing organizations, including BGC Derivative Markets, Cantor Clearinghouse, and Fenics Markets Xchange. Snow Financial Management provides personalized, discretionary investment management to individuals, trusts, retirement accounts, charitable organizations, and businesses. The firm uses a client-focused approach to build portfolios with individual securities, mutual funds, ETFs, and derivatives strategies, managing approximately $98.6 million in assets across about 49 client relationships.
Irene H
Series 65
Encino, CA
Snow Financial Management, LLC
Irene Hecht is a Series 65-licensed financial advisor at Snow Financial Management, LLC with 11 years of industry experience. She has been with Snow Financial Management since 2016. Snow Financial Management provides discretionary investment management and financial advice to individuals, high net worth clients, trusts, retirement accounts, charitable organizations, and businesses. The firm constructs portfolios tailored to client objectives and uses a range of securities and strategies, including derivatives and options, with a focus on personalized account oversight.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters