Unclaimed Profile

Joshua Schachter

SNOW CAPITAL MANAGEMENT, L.P.·SEWICKLEY, Pennsylvania

Series 7, Series 66Clean record24 years registeredSNOW CAPITAL MANAGEMENT, L.P.

1605 CARMODY COURT, SEWICKLEY, PA 15143-8992CRD# 4252292Firm CRD# 106516

Profile Verification

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

Identity

Joshua Schachter · SEWICKLEY, PA

Registration

CRD #4252292 · SNOW CAPITAL MANAGEMENT, L.P. · 24 years registered

Brand Profile

Not yet started

Career History

EASTERLY INVESTMENT PARTNERS LLC

Jul 2021 – present

SNOW CAPITAL MANAGEMENT, L.P.

Jun 2002 – Jul 2021

SEWICKLEY, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · June 24, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SNOW CAPITAL MANAGEMENT, L.P.

CRD 106516 · SEC 801-37238

AUM

$770M

Regulatory assets under management

Employees

380 client accounts

Services offered by SNOW CAPITAL MANAGEMENT, L.P.

Per Form ADV

Financial planning

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

High Net Worth Individuals

View all advisors at SNOW CAPITAL MANAGEMENT, L.P. →

Introduction

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Frequently Asked Questions

What services does Joshua Schachter offer?

Joshua Schachter specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SEWICKLEY, Pennsylvania for a consultation.

What are Joshua Schachter's credentials?

Joshua Schachter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joshua Schachter located?

Joshua Schachter is based in SEWICKLEY, Pennsylvania, working with SNOW CAPITAL MANAGEMENT, L.P.. Their office serves clients in the SEWICKLEY metropolitan area and surrounding communities.

How does Joshua Schachter charge for services?

Joshua Schachter's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SNOW CAPITAL MANAGEMENT, L.P.?

SNOW CAPITAL MANAGEMENT, L.P. has approximately 20 employees and manages $770M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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