Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Leventhal is an investment advisor representative with Snowden Capital Advisors LLC. Andrew has been in the financial industry since 1999, and is registered with the states of California, Florida, Illinois, New Jersey, and New York. Andrew holds the Series 63, 66, 7 and SIE licenses. Andrew has previously worked at Morgan Stanley, Barclays Capital Inc., Credit Suisse Securities (USA) LLC, Donaldson, Lufkin & Jenrette Securities Corporation, and Bear, Stearns & Co. Inc. Snowden Capital Advisors LLC provides financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
04/22/2021 - Present
Snowden Capital Advisors LLC (NEW YORK NY)
NY
04/17/2014 - 11/15/2019
MORGAN STANLEY (NEW YORK NY)
NY
10/17/2011 - 05/02/2014
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
01/17/2003 - 11/11/2011
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NJ
10/08/2001 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
05/29/1996 - 01/15/1999
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BOTH
Issued 11/03/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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