Unclaimed Profile

Preston William Snow

AVIDIAN WEALTH ENTERPRISES, LLC·HOUSTON, Texas

SIE, Series 6TO, Series 7, Series 66, Series 99TOCFP23 years registeredAVIDIAN WEALTH ENTERPRISES, LLC

800 TOWN & COUNTRY BLVD, HOUSTON, TX 77024CRD# 4600344Firm CRD# 127186

Profile Verification

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

Identity

Preston William Snow · HOUSTON, TX

Registration

CRD #4600344 · AVIDIAN WEALTH ENTERPRISES, LLC · 23 years registered

Brand Profile

Not yet started

Career History

AVIDIAN WEALTH SOLUTIONS

Oct 2018 – present

J.P. MORGAN SECURITIES LLC

Oct 2012 – Oct 2018

SUGAR LAND, TX

CHASE INVESTMENT SERVICES CORP.

Apr 2003 – Oct 2012

SUGARLAND, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 7

Series 66

Series 99TO

Registration record

First registered · April 10, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

2013Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

AVIDIAN WEALTH ENTERPRISES, LLC

CRD 127186 · SEC 801-64386

AUM

$3.1B

Regulatory assets under management

Employees

6,015 client accounts

Services offered by AVIDIAN WEALTH ENTERPRISES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at AVIDIAN WEALTH ENTERPRISES, LLC →

Introduction

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Frequently Asked Questions

What services does Preston William Snow offer?

Preston William Snow specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.

What are Preston William Snow's credentials?

Preston William Snow holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Preston William Snow located?

Preston William Snow is based in HOUSTON, Texas, working with AVIDIAN WEALTH ENTERPRISES, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Preston William Snow charge for services?

Preston William Snow's firm is compensated through percentage of aum, hourly charges, subscription fees, other: mgmt of pooled investment vehicles. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AVIDIAN WEALTH ENTERPRISES, LLC?

AVIDIAN WEALTH ENTERPRISES, LLC has approximately 51 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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