Michael Bird, financial advisor New York NY

Michael Bird

CRD Number: 1183817
Current Firm: Snowden Capital Advisors LLC

Michael Bird (CRD# 1183817) is an Investment Advisor Representative working at Snowden Capital Advisors LLC in New York, NY and has over 21 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Snowden Account Services, Inc. New York, NY Jul 2012 - Current 11
Snowden Capital Advisors LLC New York, NY May 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S65 NASAA Investment Advisors Law Examination Sep 2012
Contact Info for Michael K. Bird
Phone Number: 646-218-9760
Registered State(s):
  • CA
  • MA
  • OH
  • UT
By the Numbers
  • Total Assets Under Management
    4,740
    MILLIONS
  • Total Number of Accounts
    8,037
    ACCOUNTS
  • Average Account Value
    $589,776
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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