Scott Snow, financial advisor Westlake OH
96 score

Scott Snow

CRD Number: 3101918
Current Firm: Scott Snow (financial Advisors) LLC

Scott Snow (CRD# 3101918) is an Investment Advisor Representative working at Scott Snow (financial Advisors) LLC in Westlake, OH and has over 18 years of experience in the finance industry. Scott Snow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Scott Snow (financial Advisors) LLC Cleveland, OH Apr 2005 - Current 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 1998
Contact Info for Scott P. Snow
Phone Number: 440-871-7669
Firm Website:
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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