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Bradford Richard Orben

Investment adviser representative at Snowwater Investment Partners, LLC
18 yearsExperience
1 stateRegistered in
$1.3BFirm assets
5 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

Experience

18 years in the industry.

  1. March Capital Corp.Jan 2021 to now
  2. Snowwater Investment Partners, LLCJan 2021 to now
  3. Quest Capital Strategies, Inc.Jan 2017 to Mar 2019
  4. Building & Land TechnologyFeb 2008 to Jan 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 65 · Uniform Investment Adviser Law2004

State registrations

Registered as an investment adviser representative in 1 state (CT).

Snowwater Investment Partners, LLC

$1.3BAssets managed
55Clients
2Advisers
5 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
2269125
Firm CRD
311790
Advisor's SEC record (opens in a new tab)
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