AL

Andrew Stuart Leventhal

26 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
113 advisors
Number of Clients
5,771 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$7.6B

Fee Structure

Financial Plan Fee:$500 - $50,000
Hourly Rate:$60 - $500/hr

SCA's investment advisory services are typically fee-based on a percentage of assets under management. Financial planning and asset allocation services are typically charged on an hourly or fixed fee basis. Hourly rates range from $60 to $500 per hour. Total costs for financial plans may range from $500 to $50,000 or more. Fees are negotiable and determined on a client-by-client basis.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

540 Madison Ave, 9th Floor, New York, NY, 10022

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Regulatory History (2)
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Judgment / Lien
December 2021
Judgment / Lien
May 2018
Employment History
Current Registrations
Snowden Account Services LLCBroker
December 2019 - Present · 6 yrs 1 mo
Snowden Capital Advisors LLC
December 2019 - Present · 6 yrs 1 mo
Previous Registrations
Morgan Stanley
April 2014 - November 2019 · 5 yrs 7 mos
Morgan Stanley Broker
April 2014 - November 2019 · 5 yrs 7 mos
Barclays Capital INC.Broker
October 2011 - May 2014 · 2 yrs 7 mos
Barclays Capital INC.
October 2011 - May 2014 · 2 yrs 7 mos
Credit Suisse Securities (usa) LLC
January 2003 - November 2011 · 8 yrs 10 mos
Credit Suisse Securities (usa) LLCBroker
January 2003 - November 2011 · 8 yrs 10 mos
Donaldson Lufkin & Jenrette Securities Corporation
June 2002 - January 2003 · 7 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
October 2001 - January 2003 · 1 yr 3 mos
Bear, Stearns & CO. INC. Broker
May 1996 - January 1999 · 2 yrs 8 mos
State Registrations6 states
CACTFLILNJNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.