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Richard Snow

EASTERLY INVESTMENT PARTNERS LLC·BEVERLY, Massachusetts
Unclaimed Profile
138 CONANT STREET, BEVERLY, MA 01915CRD# 2104202Firm CRD# 299607
01

About

Richard Snow is a registered financial advisor based in BEVERLY, Massachusetts, affiliated with EASTERLY INVESTMENT PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
EASTERLY INVESTMENT PARTNERS LLC
EASTERLY INVESTMENT PARTNERS LLC
AUM
$2.8B
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at EASTERLY INVESTMENT PARTNERS LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2104202
Firm CRD# 299607
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Snow offer?
Richard Snow specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BEVERLY, Massachusetts for a consultation.
What are Richard Snow's credentials?
Richard Snow is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Snow located?
Richard Snow is based in BEVERLY, Massachusetts, working with EASTERLY INVESTMENT PARTNERS LLC. Their office serves clients in the BEVERLY metropolitan area and surrounding communities.
How does Richard Snow charge for services?
Richard Snow's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EASTERLY INVESTMENT PARTNERS LLC?
EASTERLY INVESTMENT PARTNERS LLC has approximately 19 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BEVERLY
Thomas Nicholas Trkla — BROOKWOOD ADVISORS, LLCEric Frank Colandrea — EASTERLY INVESTMENT PARTNERS LLCShannon Theriault Cabot — ALTAROCK PARTNERS, LLCMichael Charles Kozak — BLUEDOOR PRIVATE WEALTH, LLCMichael B. Cosentino — FAMILY FIDUCIARY SERVICES, INC.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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