Mark Snow (CRD# 4397150) is an Investment Advisor Representative working at Snow Financial Management, LLC in Water Mill, NY and has over 22 years of experience in the finance industry.
CRD# 5005616
Wynkoop LLC
CRD# 2238818
Wilmington Capital Securities, LLC
CRD# 2886346
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Snow Financial Management | Watermill, NY | Oct 2009 - Current | 14 |
| Hsbc Securities (usa) Inc. | New York City, NY | Jan 2005 - Current | 19 |
| Hsbc | New York, NY | Jun 1998 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2001 |
- CA
- NY
-
Total Assets Under Management89MILLIONS
-
Total Number of Accounts155ACCOUNTS
-
Average Account Value$574,975
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, FL, NY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.