Snow Financial Management
23yrs
More experience than 67% of advisors in New York
25yrs
Mark Snow
Financial advisor at Snow Financial Management
Based in Watermill, New York, Mark Snow is a fiduciary financial advisor with 25 years of industry experience. Mark has been with Snow Financial Management since 2021; before that, Mark spent two years at HSBC Securities (usa). Snow Financial Management offers investment management and is paid through a percentage of assets.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 72% of advisors nationwide
OfficeWatermill, NY
How the firm is paid ?Percent of assets
Typical client at the firm ?$1.95 million
Advisors at the firm3
States licensed ?1 state
Services through Snow Financial Management
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowSnow Financial Management, LLCCurrent firm
- Dec 2007 – Oct 2009HSBC Securities (usa) Inc.Previously
Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call Snow Financial Management at (631) 537-5033 and ask for Mark Snow. Mark works from the Watermill, NY office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2001, about 25 years. More experience than 72% of advisors nationwide.
What licenses does Mark hold?
Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Snow Financial Management reports being paid by a percentage of the assets they manage. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.