NYC-Based Wealth Advisor Recruits Team With $500 Million AuM

Tom Burroughes

19 September 2013

Snowden Capital Advisors, the New York City-headquartered wealth advisor firm, has brought on board the Guth-Fordyce Team from Merrill Lynch, which is also opening a new Snowden office in New Haven, Connecticut. The team manages around $500 million of client money.

The team includes managing directors and private wealth advisors Kevin Guth and Stephen Fordyce, who have become Snowden partners, and Jeremy Soboleski, private wealth advisor.

is a registered investment advisor and broker-dealer, catering to individuals and organizations.