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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Feldman is an investment advisor with Snowden Capital Advisors LLC. Robert is a registered representative in California, Connecticut, Illinois, Maryland, Ohio, Pennsylvania, and Texas. Robert has over 30 years of experience in the financial services industry. Robert is a Series 63, Series 65, Series 7, and SIE licensed investment advisor representative. The firm's main office is in New York, NY. Robert is currently working with a wide range of clients, including individuals, high net worth individuals, corporations, and pension plans. The firm's services include financial planning, portfolio management, and selection of other advisors. The firm has a significant amount of assets under management and a large number of clients.
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.
1
2
PA
02/20/2015 - Present
Snowden Capital Advisors LLC (Pittsburg PA)
PA
03/08/2006 - 01/26/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSBURGH PA)
CT
12/22/1993 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
IA
Issued 06/24/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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