Michael Francis Schmatz
Investment adviser representative at Snowden Capital Advisors LLC
20 yearsExperience
2 statesRegistered in
$8.9BFirm assets
15 yearsFirm in business
Are you Michael Francis Schmatz? Claim your profile
Contact this firm
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
20 years in the industry.
- Snowden Capital Advisors LLCDec 2020 to now
- Snowden Lane PartnersDec 2020 to now
- Bank of America, N.A.Jul 2011 to Dec 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2006 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 2522503
- Firm CRD
- 157299