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Spencer Reece

Snowden Capital Advisors LLC

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About Spencer Reece

Spencer Reece is a financial advisor who has been in the industry since 2021. Spencer is currently registered with Snowden Capital Advisors LLC and has been with the firm since February 2024. Prior to joining Snowden Capital Advisors LLC, Spencer was employed with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from March 2022 to February 2024. Spencer is registered in Maryland and Tennessee. Spencer holds the Series 7, Series 66 and SIE licenses.

Firm Information

Spencer Reece 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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Spencer Reece’s Registration & Firm History

MD

03/07/2024 - Present

Snowden Capital Advisors LLC (Baltimore MD)

MD

03/07/2022 - 02/20/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTH BETHESDA MD)

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Licenses & Designations

BOTH

Issued 04/15/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/07/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/21/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Spencer Reece.
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