Jaime Sanchez yarza
Investment adviser representative at Snowden Capital Advisors LLC
17 yearsExperience
4 statesRegistered 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 LLCJun 2024 to now
- Snowden Lane PartnersJun 2024 to now
- Morgan Stanley Private Bank, N.A.Jan 2015 to Jun 2024
- Morgan Stanley Smith Barney LLCJun 2009 to Jun 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 4 states (CA, FL, 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
- 4010049
- Firm CRD
- 157299