Managing Director, Co-Head US Wealth Advisory Business · Aperio Group, LLC
Jaime T. Snoy
CRD 4650979 · Named on Form ADV at one SEC-registered adviser
At a glance
Aperio Group, LLC, an SEC-registered wealth manager based in Sausalito, CA with $152.1 billion in regulatory assets, lists Jaime T. Snoy on its Form ADV as Managing Director, Co-Head US Wealth Advisory Business, a control person.
Firms and roles
- Aperio Group, LLCManaging Director, Co-Head US Wealth Advisory BusinessWealth manager · Sausalito, CA · $152B in regulatory assets
AtlasMembers
Jaime’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Leshem RanHead, Blackrock SMA Solutions, Aperio Group, LLC
- Charles C. ParkChief Compliance Officer, Aperio Group, LLC
- Joseph G. DevicoManaging Director, Co-Head US Wealth Advisory Business, Aperio Group, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jaime’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.