Coral Gables, 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 27 offices

Clients per advisor

48 Low

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

One Alhambra Plaza

Coral Gables FL 33134

Advisors at this office

18

Advisors at this office

user avatar

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.

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

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.

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

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

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

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

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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

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.

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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