Unclaimed Profile

Jaime Tolli Snoy

APERIO GROUP, LLC·SAUSALITO, California

SIE, Series 7, Series 24, Series 66Clean record10 years registeredAPERIO GROUP, LLC

THREE HARBOR DRIVE, SAUSALITO, CA 94965CRD# 4650979Firm CRD# 111616

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jaime Tolli Snoy · SAUSALITO, CA

Registration

CRD #4650979 · APERIO GROUP, LLC · 10 years registered

Brand Profile

Not yet started

Career History

BLACKROCK INVESTMENT MANAGEMENT, LLC

May 2016 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · May 12, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

APERIO GROUP, LLC

CRD 111616 · SEC 801-57184

AUM

$80.2B

Regulatory assets under management

Employees

170

16,173 client accounts

Services offered by APERIO GROUP, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at APERIO GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Jaime Tolli Snoy offer?

Jaime Tolli Snoy specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAUSALITO, California for a consultation.

What are Jaime Tolli Snoy's credentials?

Jaime Tolli Snoy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jaime Tolli Snoy located?

Jaime Tolli Snoy is based in SAUSALITO, California, working with APERIO GROUP, LLC. Their office serves clients in the SAUSALITO metropolitan area and surrounding communities.

How does Jaime Tolli Snoy charge for services?

Jaime Tolli Snoy's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is APERIO GROUP, LLC?

APERIO GROUP, LLC has approximately 170 employees and manages $80.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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