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Ashley Lamothe

Investment adviser representative at Snowden Capital Advisors LLC
10 yearsExperience
1 stateRegistered 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

10 years in the industry.

  1. Snowden Capital Advisors LLCJul 2024 to now
  2. Snowden Account ServicesApr 2022 to now
  3. Vermilion Cliffs Partners/cinnabar OperatingJun 2016 to Mar 2022

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (CA).

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
7541763
Firm CRD
157299
Advisor's SEC record (opens in a new tab)
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