linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Julian Esses

Snowden Capital Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Julian? Claim Your Profile

About Julian Esses

Julian Esses is a financial advisor at Snowden Capital Advisors LLC. Julian Esses is a Registered Representative and Investment Adviser Representative licensed in Florida. Julian Esses is also registered to provide investment advice in California, Colorado, Florida, Georgia, New Jersey, New York, and South Dakota. Julian Esses has a Series 66, Series 7TO, and SIE licenses. Julian Esses has over 10 years of experience in the financial services industry, having previously worked for firms such as Lazard Argentina, S.A and Lazard Panama, S.A. Julian Esses has a CFA designation.

Firm Information

Julian Esses 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Julian Esses’s Registration & Firm History

FL

10/20/2023 - Present

Snowden Capital Advisors LLC (Coral Gables FL)

Not sure if Julian Esses is right for you?

Licenses & Designations

BOTH

Issued 10/09/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/03/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/29/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julian Esses.
Not sure if Julian Esses is right for you?