Unclaimed
John Thomas Diciaccio is a Vice President at Snowden Capital Advisors LLC, a firm with its main office located in New York. John has been in the financial services industry since 1983. He specializes in providing financial planning, pension consulting and portfolio management services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. John has a broad range of experience and holds several licenses and registrations, including Series 7, 31, 63 and 65. He is also a registered representative of Snowden Account Services, Inc., a broker dealer, and an insurance agent for Snowden Insurance Services LLC. John has been with Snowden Capital Advisors LLC since 2012.
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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CA
07/18/2015 - Present
Snowden Capital Advisors LLC (PASADENA CA)
CA
10/20/1983 - 11/28/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PASADENA CA)
IA
Issued 04/20/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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