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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid John Snopkowski is an investment advisor representative at Constellation Wealth Advisors. David John Snopkowski is registered with the state of Ohio as an investment advisor. David John Snopkowski has been in the industry since 2014. David John Snopkowski passed the Series 65 exam in 2023 and the Series 3 exam in 2014. David John Snopkowski has experience with Quadrant Capital Group LLC, University of Cincinnati and Graticule Asset Management Asia. David John Snopkowski specializes in providing financial planning, pension consulting, and portfolio management for individuals and pooled investment vehicles. Constellation Wealth Advisors is headquartered in Cincinnati, Ohio.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
OH
03/14/2023 - Present
Constellation Wealth Advisors (CINCINNATI OH)
IA
Issued 03/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2014
Series 3 - National Commodity Futures Examination
Active
Inactive
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