Snowden Lane Partners
6400 Sheridan Drive
Ste. 220
Williamsville, NY 14221
7162213321
About Snowden Lane Partners
Snowden Lane Partners is an independent, selective wealth management firm, dedicated to providing client focused
advice in a goals-driven culture. As independent wealth advisors, we are free to act in the best interest
of our clients. Snowden Lane was founded to create a place of higher ideals; a place where the client's interests
Comes First.
The leadership team has over 125 years of experience from the worlds largest wealth management firms and founded Snowden Lane Partners. Our Chairman, Lyle LaMothe, was Head of Merrill Lynch's US Wealth
Management. Rob Mooney, Managing Partner, and CEO was Head of Risk Management and General Counsel
for Merrill Lynch Global Wealth Management. Greg Franks, Managing Partner, and President was a former
Division Director for Merrill Lynch's US Wealth Management.
With 14 offices Nationwide - California, New York, Connecticut, Maryland, Texas, Florida, Pennsylvania, New Hampshire and Colorado. Snowden Lane has a growing national and overseas footprint with over $ 11 billion in client assets. The Financial Times named Snowden Lane to its elite FT 300 list for six straight years, recognizing it as one of the top independent RIA firms in the U.S. The firm was also included in the Barron's Top 100 RIA Firms ranking, from 2020 -2023 .
See Disclosures
General Information
Firm Start Year
2011
No. of Employees
100-499
CRD#
2522503
Firm CRD#
157299
States Licensed in
Alabama, Arizona, California, Colorado, Connecticut, D.C., Florida, Georgia, Illinois, Kansas, Louisiana, Maine, Maryland, Massachusetts, Michigan, Mississippi, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin
Years of Experience in Financial Services
40
Number of Years with Current Firm
3
Work Experience
Snowden Lane is a fiduciary for our clients. Our independence enables us to impartially evaluate investment
strategies, managers, and investment products. We are first and foremost focused on our clients and act in their
best interests. That's the way we like to do business. As an independent advisory firm, Snowden Lane maintains
an objective approach to providing advice. Our value proposition is simple: We measure our achievements by the
success of our clients.
Working closely with you, we will create a plan intended to help achieve your goals. We're able to search the
world of investments for the solutions that meet your unique criteria and goals, from equities and fixed income
to alternative investments and private equity.
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Money Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CRPC®, CPFA
Securities Licenses
Series 7, Series 65, Series 66
Insurance and Annuity Licenses
Life, Health
Firm Information
Assets Managed by Firm
$11,500,000,000
Advisor's Number of Clients
400+
Advisor's Number of Managed Clients
400
Advisor's Number of Planning Clients
400
Assets Managed by Advisor
$450,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Based on Assets, Commissions
Fee % Based on Assets
.75 - 1.35
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1891321/rothira-Snowden-Lane-Partners-detailed-disclosure.html