Julian Esses
Investment adviser representative at Snowden Capital Advisors LLC
7 yearsExperience
1 stateRegistered 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
7 years in the industry.
- Snowden Capital Advisors LLCJul 2023 to now
- Nr Group ManagementApr 2023 to Jul 2023
- Tdj Holdings, LLCNov 2020 to Jul 2023
- UnemployedAug 2020 to Oct 2020
- Lazard Panama, S.A.Jan 2019 to Jul 2020
- Lazard Argentina, S.AMay 2016 to Dec 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7782829
- Firm CRD
- 157299