Coral, FL Office

Team
Updated today

Client AUM

$8,569,108,669

Clients

5,878

Advisors

7

Of 121 advisors across 28 offices

Location

1 Alhambra Plaza, Suite 1130

Coral FL 33134

Advisors at this office

7

Advisors at this office

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Dominick M

Series 66

Coral Gables, FL

Snowden Capital Advisors LLC

Dominick Molinari is a financial advisor at Snowden Capital Advisors LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Snowden Lane Partners since 2018, following two years at Merrill. 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 and estate planning services. The firm combines multi-team scale with institutional capabilities and employs a range of investment tools, including mutual funds, ETFs, alternatives, and fixed income strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Sebastian R

Series 63, Series 66

Corla, FL

Snowden Capital Advisors LLC

Sebastian Ramos is a financial advisor at Snowden Capital Advisors LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Snowden Lane Partners, Wells Fargo Clearing, and Scottrade, Inc. 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 financial and estate planning, utilizing multi-team resources and institutional capabilities to manage a diverse range of client assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Christian G

Series 63, Series 65

Coral Gables, FL

Snowden Capital Advisors LLC

Christian Gherardi is a financial advisor at Snowden Capital Advisors LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Snowden Lane Partners and Bulltick Wealth Management. Outside of his advisory role, he is the owner and president of C.M.G. Investment Alternatives, LLC, a holding company focused on real estate. 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 third-party manager selection, combining multi-team scale with institutional capabilities.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Joseph R

Series 63, Series 65

Coral, FL

Snowden Capital Advisors LLC

Joseph Raieta is a financial advisor at Snowden Capital Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Snowden Account Services Inc since 2015. Raieta is a member of the Greater Miami Chamber of Commerce, where he participates in discussions on regional business development. 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 utilizes multi-team resources alongside institutional capabilities.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Julian E

CFA®, Series 66

Coral Gables, FL

Snowden Capital Advisors LLC

Julian Esses is a CFA® charterholder and holds the Series 66 designation, currently serving as a financial advisor at Snowden Capital Advisors LLC with three years of industry experience. Before joining Snowden Capital Advisors, he held positions at NR Group Management, TDJ Holdings, LLC, and Lazard in both Panama and Argentina. He serves as President and Vice President of his condominium homeowners association, where he assists with budgeting and coordination. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers customized portfolio management, investment consulting, financial and estate planning, and uses a multi-team approach combined with institutional capabilities, including the use of third-party managers and global custodian platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Marivi R

Series 63, Series 66

Coral Gables, FL

Snowden Capital Advisors LLC

Marivi Rodriguez is a financial advisor at Snowden Capital Advisors LLC with 32 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Snowden Lane Partners and Wells Fargo in various advisory roles. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients with customized portfolio management, investment consulting, and financial planning services. The firm combines multi-team scale with institutional capabilities and offers access to a broad range of investment tools and third-party manager programs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Paula O

Series 63, Series 65

Coral Gables, FL

Snowden Capital Advisors LLC

Paula Oddone is a financial advisor at Snowden Capital Advisors LLC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she serves as a board member on the Advisory Board of the Clark Hulings Fund for Visual Arts. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers customized portfolio management, investment consulting, financial and estate planning, and uses a range of investment strategies, often employing third-party managers while maintaining overall client oversight.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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