AU

Armando Alexis Urena

24 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

One Alhambra Plaza, Suite1130, Coral Gables, FL, 33134

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Armando has 100% ownership of a rental property called Seawinds. He is also a board member for Autism Speaks, participating in fundraising activities for a minimal time each month.

Employment History
Current Registrations
Snowden Capital Advisors LLC
March 2021 - Present · 4 yrs 10 mos
Snowden Account Services LLCBroker
March 2021 - Present · 4 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2006 - March 2021 · 14 yrs 6 mos
Wells Fargo Clearing Services, LLC Broker
September 2006 - March 2021 · 14 yrs 6 mos
Lehman Brothers INC.
May 2004 - September 2006 · 2 yrs 4 mos
Lehman Brothers INC.Broker
October 2001 - September 2006 · 4 yrs 11 mos
State Registrations10 states
AZCADCFLGAIAMTNCNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.