Coral, FL Office

Team
Updated today
Snowden Capital Advisors LLC logo

Snowden Capital Advisors LLC

Multi-team

Firm-wide stats for Snowden Capital Advisors LLC

Total advisors

122

Across 28 offices

Clients per advisor

48 Typical

Avg AUM per client

$1,457,827 High

HNW client ratio

27% High

About

Snowden Capital Advisors LLC serves a mix of high‑net‑worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm provides discretionary and non‑discretionary portfolio management, investment consulting and third‑party manager selection, financial and estate planning, and both wrap and non‑wrap advisory programs.

Advisors typically construct customized model portfolios and may delegate investment implementation to unaffiliated sub‑advisers or third‑party managers while retaining overall client oversight; the firm also offers an Assets Held Away (AHA) program to advise on externally custodied assets and a Held Away Retirement Plan Program to manage employer‑sponsored retirement plan assets. Investment tools span mutual funds, ETFs, fixed income (including non‑U.S. dollar instruments), alternatives, derivatives and margin strategies, and the firm conducts ongoing due diligence and periodic account reviews.

Compared with many peers, Snowden combines multi‑team scale (121 advisors and roughly $8.9 billion in regulatory AUM) with institutional capabilities: its disclosures highlight work for governmental and ERISA clients, programmatic relationships with custodians and bank cash‑sweep and securities‑backed lending arrangements, and the use of global custodian platforms—features that support a notable non‑U.S. and institutional client presence and frequent use of third‑party managers. The firm’s brochure also discloses affiliated broker‑dealer and insurance agency relationships, a strategic collaboration for a co‑branded charge card, and explicit processes for selecting and monitoring sub‑advisers and third‑party programs.

Based on Snowden Capital Advisors LLC

Expertise

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

Based on Snowden Capital Advisors LLC

Occupation focus

Founder/Business Owner Executive

Based on Snowden Capital Advisors LLC

Location

1 Alhambra Plaza, Suite 1130

Coral FL 33134

Advisors at this office

7

Advisors at this office

user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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
View complete list of advisors at this office
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