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Felipe T
Series 65, Series 63
Coral Gables, FL
Snowden Capital Advisors LLC
Felipe Torres is a financial advisor at Snowden Capital Advisors LLC with Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Snowden Lane Partners, Creand Securities, and Credit Andorra Panama. He is based in Coral Gables, FL. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, providing discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning. The firm combines multi-team scale with institutional capabilities, offering a range of investment tools and managing relationships with multiple custodians and third-party managers.
Alberto B
Series 66
Coral Gables, FL
Snowden Capital Advisors LLC
Alberto Bravo Jr. is a financial advisor with Snowden Capital Advisors LLC in Coral Gables, FL, holding a Series 66 designation and eight years of industry experience. He previously worked at Merrill Lynch Pierce Fenner & Smith Incorporated for five years before joining Snowden Lane Partners in 2019. Outside of advising, he is an investor in a crowdfunding app with a minimum investment. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and estate planning, leveraging multi-team scale and institutional capabilities with a mix of in-house and third-party management solutions.
Tony E
Series 66
Coral Gables, FL
Snowden Capital Advisors LLC
Tony Esses is a financial advisor at Snowden Capital Advisors LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and access to third-party managers, combining multi-team scale with institutional capabilities.
Brett P
Series 66, Series 65
Coral Gables, FL
Snowden Capital Advisors LLC
Brett Pencar is a financial advisor at Snowden Capital Advisors LLC with seven years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Merrill and Florida International University. Outside of his advisory role, he serves as a committee member for Wild Bunch Young Leaders, a philanthropic group associated with the Zoo Miami Foundation. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering discretionary and non-discretionary portfolio management, investment consulting, and financial planning. The firm utilizes customized model portfolios and third-party managers while maintaining overall client oversight.
Owen P
Series 63, Series 65
Coral Gables, FL
Snowden Capital Advisors LLC
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.
Gladys L
Series 66
Coral Gables, FL
Snowden Capital Advisors LLC
Gladys Lopez is a financial advisor at Snowden Capital Advisors LLC with 10 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing Services, Fidelity Investments, and Snowden Lane Partners. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and custom model portfolios, often utilizing third-party managers while maintaining overall client oversight.
Tatianna M
Series 66
Coral Gables, FL
Snowden Capital Advisors LLC
Tatianna Martinez Ventura is a financial advisor at Snowden Capital Advisors LLC with 22 years of industry experience. She holds a Series 66 designation and has worked previously at Merrill and Snowden Lane Partners. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial planning services. The firm combines multi-team scale with institutional capabilities, utilizing a diverse range of investment tools and third-party manager programs.
Juan S
Series 66
Coral Gables, FL
Snowden Capital Advisors LLC
Juan Sarracino is a financial advisor at Snowden Capital Advisors LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and operated independently. Outside of finance, he was involved with Sarracino Gallery from 2016 to 2019. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers portfolio management, investment consulting, financial and estate planning, and both wrap and non-wrap advisory programs, combining multi-team scale with institutional capabilities and frequent use of third-party managers.
Moran T
Series 66
Coral Gables, FL
Snowden Capital Advisors LLC
Moran Tzaban Cohen is a financial advisor at Snowden Capital Advisors LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Snowden Lane Partners since 2026. His prior experience includes roles at Truist Advisory Services Inc., Truist Investment Services Inc., and Safra National Bank of New York. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by providing discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning. The firm combines multi-team scale with institutional capabilities and uses a variety of investment tools alongside ongoing due diligence and monitoring of third-party managers.
Woong Seong H
Series 66
Coral Gables, FL
Snowden Capital Advisors LLC
Woong Seong Hwang is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Snowden Lane Partners since 2017 and previously spent 15 years at Merrill. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, providing portfolio management, investment consulting, financial and estate planning, and access to a diverse range of investment tools and third-party managers.
Omar M
Series 63, Series 65
Coral Gables, FL
Snowden Capital Advisors LLC
Omar Macias is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He has previously worked at Snowden Lane Partners, Wells Fargo Clearing Services, and Raymond James & Associates. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, providing portfolio management, investment consulting, financial and estate planning, and advisory programs. The firm combines multi-team scale with institutional capabilities, offering customized portfolios and access to third-party managers across a range of investment tools.
Eduardo A
Series 63, Series 66
Coral Gables, FL
Snowden Capital Advisors LLC
Eduardo Alvarez Andreu is a financial advisor at Snowden Capital Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank for nine years. Outside of his advisory role, he is an officer of Andreu Properties LLC. Snowden Capital Advisors serves high-net-worth individuals, family offices, and institutional clients by providing portfolio management, investment consulting, and financial and estate planning services. The firm combines multi-team scale with institutional capabilities, utilizing customized model portfolios and third-party manager selection.
George A
Series 63, Series 66
Coral Gables, FL
Snowden Capital Advisors LLC
George Arias is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has worked at Snowden Lane Partners since 2019, following roles at Bank of America and Merrill. Outside of advising, Arias is involved in managing a family-owned rental property in Miami. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and other institutional clients. The firm offers customized portfolio management, investment consulting, and financial planning, utilizing a multi-team approach with access to a broad range of investment tools and third-party managers.
Francisco M
Series 66
Coral Gables, FL
Snowden Capital Advisors LLC
Francisco Murillo is a Series 66-registered advisor with Snowden Capital Advisors LLC in Coral Gables, FL, bringing 19 years of industry experience. He has worked at Snowden Lane Partners since 2019 and previously held roles at Bank of America N.A. and Merrill. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities and utilizes a range of investment tools and third-party managers.
Daniel R
Series 63, Series 65
Coral Gables, FL
Snowden Capital Advisors LLC
Daniel Rodriguez is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at Snowden Lane Partners and Bank of America, N.A., as well as Merrill. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and uses a multi-team approach combined with institutional capabilities, including extensive use of third-party managers and global custodian platforms.
Armando U
Series 66
Coral Gables, FL
Snowden Capital Advisors LLC
Armando Urena is a financial advisor at Snowden Capital Advisors LLC with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors LLC and Wells Fargo Clearing. Urena serves as a board member of Autism Speaks, participating in fundraising activities on a volunteer basis. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, estate planning, and advisory programs, utilizing a multi-team approach supported by a broad range of investment tools and third-party manager relationships.
Johanna H
Series 66
Coral Gables, FL
Snowden Capital Advisors LLC
Johanna Haza is a financial advisor at Snowden Capital Advisors LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of finance, she is involved in fashion blogging, freelance styling, and digital marketing ventures. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering customized portfolio management, investment consulting, and financial planning. The firm utilizes multi-team scale and institutional capabilities, including third-party manager selection and a variety of investment tools, to serve a broad client base.
Arnaldo R
Series 66
Coral Gables, FL
Snowden Capital Advisors LLC
Arnaldo Rego is a financial advisor at Snowden Capital Advisors LLC with 28 years of industry experience. He holds a Series 66 designation and has held prior roles at Merrill and Bank of America. Outside of his advisory work, he is connected to a family-owned business in São Paulo. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, and institutional clients, offering discretionary and non-discretionary portfolio management alongside financial and estate planning services.
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