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Francisco Renato Murillo

Snowden Capital Advisors LLC

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About Francisco Renato Murillo

Francisco Renato Murillo is a financial advisor with over 15 years of experience in the industry. Francisco is currently registered with Snowden Capital Advisors LLC in Coral Gables, Florida. Previously, Francisco was a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Northwestern Mutual Investment Services, LLC, and Ameriprise Financial Services, Inc.. Francisco holds Series 66, Series 7 and SIE licenses and has experience providing financial planning services to individuals, corporations, and charitable organizations. Francisco's specialties include portfolio management, financial planning, and pension consulting.

Firm Information

Francisco Murillo is currently registered with Snowden Capital Advisors LLC. Snowden Capital Advisors LLC is an investment advisor based in NEW YORK, NY. They have 77 licensed agents, 93 investment advisor representatives, and 117 registered representatives. The firm manages approximately $5,932,368,220 in assets, primarily for high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit sharing plans, and charitable organizations. They offer financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They participate in wrap fee programs.
Snowden Capital Advisors LLC

540 MADISON AVE.

NEW YORK, NY 10022

$5.93B

Assets Under Management

7

Total Clients

112

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Francisco Murillo’s Registration & Firm History

FL

06/21/2019 - Present

Snowden Capital Advisors LLC (Coral Gables FL)

FL

11/17/2009 - 06/12/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL GABLES FL)

FL

06/01/2009 - 12/14/2009

MORGAN STANLEY SMITH BARNEY (MIAMI BEACH FL)

FL

12/19/2007 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (MIAMI BEACH FL)

FL

02/22/2007 - 12/13/2007

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FORT LAUDERDALE FL)

FL

10/05/2006 - 10/16/2006

AMERIPRISE FINANCIAL SERVICES, INC. (PLANTATION FL)

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Licenses & Designations

BOTH

Issued 02/27/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Francisco Renato Murillo.
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