Lara Jean Sterns
Investment adviser representative at Snowden Capital Advisors LLC
17 yearsExperience
1 stateRegistered in
$8.9BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Snowden Capital Advisors LLCAug 2018 to now
- Snowden Lane PartnersAug 2018 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Aug 2018
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
State registrations
Registered as an investment adviser representative in 1 state (TX).
Snowden Capital Advisors LLC
$8.9BAssets managed
6,021Clients
122Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1448853
- Firm CRD
- 157299