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Andrew Gerli Randak

Investment adviser representative at Snowden Capital Advisors LLC
11 yearsExperience
4 statesRegistered in
CFADesignation
$8.9BFirm assets

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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

11 years in the industry.

  1. Snowden Capital Advisors LLCApr 2022 to now
  2. Snowden Lane PartnersApr 2022 to now
  3. Fieldpoint Private Securities LLCOct 2015 to Apr 2022

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 66 · Uniform Combined State Law2001

State registrations

Registered as an investment adviser representative in 4 states (CT, 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
4073000
Firm CRD
157299
Advisor's SEC record (opens in a new tab)
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