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Lawrence Jeffrey Sacks

SNOW CREEK WEALTH MANAGEMENT LLC·NASHVILLE, Tennessee
Series 6, Series 63Clean record19 years registeredSNOW CREEK WEALTH MANAGEMENT LLC
905 HARPETH VALLEY PLACE, NASHVILLE, TN 37221CRD# 3104899Firm CRD# 142983

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lawrence Jeffrey Sacks · NASHVILLE, TN
Registration
CRD #3104899 · SNOW CREEK WEALTH MANAGEMENT LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

MARINER
Oct 2019 – present
SNOW CREEK WEALTH MANAGEMENT
Mar 2011 – Nov 2019
NASHVILLE, TN
RAYMOND JAMES FINANCIAL SERVICES
Sep 2006 – Apr 2007
NASHVILLE, TN
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Registration record
First registered · September 12, 2006
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SNOW CREEK WEALTH MANAGEMENT LLC
CRD 142983 · SEC 801-67651
AUM
$275M
Regulatory assets under management
Employees
5
663 client accounts
Services offered by SNOW CREEK WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SNOW CREEK WEALTH MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Lawrence Jeffrey Sacks offer?
Lawrence Jeffrey Sacks specializes in Financial Planning, Investment Management. Contact their office in NASHVILLE, Tennessee for a consultation.
What are Lawrence Jeffrey Sacks's credentials?
Lawrence Jeffrey Sacks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lawrence Jeffrey Sacks located?
Lawrence Jeffrey Sacks is based in NASHVILLE, Tennessee, working with SNOW CREEK WEALTH MANAGEMENT LLC. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.
How does Lawrence Jeffrey Sacks charge for services?
Lawrence Jeffrey Sacks's firm is compensated through percentage of aum, hourly charges, other: solicitor/referral fees; asset based fee for reviews/consulting. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SNOW CREEK WEALTH MANAGEMENT LLC?
SNOW CREEK WEALTH MANAGEMENT LLC has approximately 5 employees and manages $275M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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David Allen Goldberg
NASHVILLE, TN

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