Ana paula Pinto O'keefe
Investment adviser representative at Snowden Capital Advisors LLC
12 yearsExperience
2 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
12 years in the industry.
- Snowden Capital Advisors LLCMay 2021 to now
- Snowden Lane PartnersMay 2021 to now
- Wells Fargo Clearing Services, LLCSep 2018 to May 2021
- JP Morgan Securities IncOct 2014 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2009
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
- 4490914
- Firm CRD
- 157299