Mark Snow
Investment adviser representative at Snow Financial Management, LLC
28 yearsExperience
1 stateRegistered in
$97.6MFirm assets
22 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
28 years in the industry.
- Snow Financial Management, LLCOct 2009 to now
- HSBC Securities (USA) Inc.Jan 2005 to now
- HSBCJun 1998 to now
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (NY).
Snow Financial Management, LLC
$97.6MAssets managed
50Clients
3Advisers
22 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
- 4397150
- Firm CRD
- 131068