Tony Esses
Financial advisor at Snowden Capital Advisors LLC · Coral Gables, FL
Last updated 2026-10-10
Claim your profileTony Esses is a financial advisor at Snowden Capital Advisors LLC in Coral Gables, FL, CRD 4643285. Licenses and exams on the registration: Series 66. IAPD registration began 2011-02-22.
Registration
- CRD number
- 4643285
- Registration status
- Active
- IAPD registration
- 2011-02-22
- Industry Experience
- 15 years
- Work Experience
- 12 years
- States registered
- FL
Licenses and exams
- Series 66
Work history
- 2014-02 to 2016-11 · Wells Fargo Advisors LLC · Miami, FL
- 2016-11 to 2021-06 · Wells Fargo Clearing Services, LLC · Miami, FL
- 2021-06 to Present · Snowden Lane Partners · Coral Gables, FL
Current employment
- Snowden Capital Advisors LLC · New York, NY
Snowden Capital Advisors LLC
- Regulatory AUM
- $8,869,615,945
- Registered advisors
- 122
- Offices
- 43
- Clients per advisor
- 49.4 (Low)
- Average AUM per client
- $1.5M (Low)
- High-net-worth client ratio
- 26.2% (Moderate)
Snowden Capital Advisors LLC: advisors, services and reported ETF investments
About
Tony Esses is a financial advisor at Snowden Capital Advisors LLC in Coral Gables, FL. Reported securities licenses include Series 66. The latest record indicates 15 years of industry experience and 12 years of reported work history. Reported roles include Snowden Lane Partners, Wells Fargo Clearing Services, LLC, Wells Fargo Advisors LLC.
SEC disclosures list additional business and community activities: 1)nrt: No duties; 2) the esses family trust; real estate; investor; 06/01/2011 3) tdj holdings llc; inv related; miami beach, fl; residential rental property; 100% ownership; start 3/22/2011; 2 hours per month, 0 during trading; manager.
Snowden Capital Advisors LLC's firm-level Form ADV reports 122 advisors across 43 offices; approximately 49.4 clients per advisor, average assets per client of $1,473,113, and regulatory AUM of $8.9B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $1.7B across 483 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Tony Esses personally.
Reported ETF positions
Snowden Capital Advisors reports 483 ETF positions worth $1.7B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $76.6M |
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $62.3M |
| VONG — Vanguard Russell 1000 Growth ETF | $53.4M |
| BND — Vanguard Total Bond Market ETF | $43.1M |
| QQQ — Invesco QQQ Trust, Series 1 | $41.3M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Snowden Capital Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $16.4M | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $16.4M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | OEF — iShares S&P 100 Fund | $9.3M | Top 98.9% | Residual alpha +1.31% · Residual Sharpe 0.08 |
| Diversification Benefits | DRAM — Roundhill Memory ETF | $1.8M | Top 98.6% | Replicability (R²) 43.0% · Residual Sharpe 0.27 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Snowden Capital Advisors LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Insurance Company or Agency
Location
One Alhambra Plaza, Coral Gables, FL 33134
17 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 646-218-9760
- Website: snowdenlane.com
Official record
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