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Stacey Kiyomi Snow

PRISM ADVISORS, INC.·STUDIO CITY, California
SIE, Series 7, Series 65, Series 66CFPClean record21 years registeredPRISM ADVISORS, INC.
4361 TUJUNGA AVENUE, STUDIO CITY, CA 91604CRD# 4914756Firm CRD# 286474

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stacey Kiyomi Snow · STUDIO CITY, CA
Registration
CRD #4914756 · PRISM ADVISORS, INC. · 21 years registered
Brand Profile
Not yet started
01

Career History

PRISM ADVISORS, INC.
Mar 2017 – present
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Jun 2006 – May 2017
STUDIO CITY, CA
WELLS FARGO INVESTMENTS, LLC
Apr 2005 – Jun 2006
WEST HOLLYWOOD, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 65
Series 66
Registration record
First registered · April 11, 2005
Years registered · 21
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PRISM ADVISORS, INC.
CRD 286474 · SEC 801-110196
AUM
$416M
Regulatory assets under management
Employees
5
706 client accounts
Services offered by PRISM ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PRISM ADVISORS, INC. →
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05

Frequently Asked Questions

What services does Stacey Kiyomi Snow offer?
Stacey Kiyomi Snow specializes in Financial Planning, Investment Management. Contact their office in STUDIO CITY, California for a consultation.
What are Stacey Kiyomi Snow's credentials?
Stacey Kiyomi Snow holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Stacey Kiyomi Snow located?
Stacey Kiyomi Snow is based in STUDIO CITY, California, working with PRISM ADVISORS, INC.. Their office serves clients in the STUDIO CITY metropolitan area and surrounding communities.
How does Stacey Kiyomi Snow charge for services?
Stacey Kiyomi Snow's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRISM ADVISORS, INC.?
PRISM ADVISORS, INC. has approximately 5 employees and manages $416M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PRISM ADVISORS, INC.

Mcginnis Andrew Mccoy
STUDIO CITY, CA

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