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Mark David Stevens

Snowden Capital Advisors LLC

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About Mark David Stevens

Mark Stevens is a financial advisor who has been in the industry since 1998. Mark is registered with Snowden Capital Advisors LLC and holds a Series 7, Series 66, and SIE license. Mark has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Mark offers financial planning, portfolio management, and investment advisory services. Mark is also registered with several states, including Delaware, Florida, Illinois, Maryland, Pennsylvania, Texas, and Virginia.

Firm Information

Mark Stevens 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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Mark Stevens’s Registration & Firm History

MD

01/15/2015 - Present

Snowden Capital Advisors LLC (BALTIMORE MD)

MD

11/17/2010 - 10/06/2014

UBS FINANCIAL SERVICES INC. (BALTIMORE MD)

MD

06/12/1998 - 11/19/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 07/17/1998

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Mark David Stevens. Review regulatory record here.
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