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Mark J Snyder Financial Services Inc

● SEC registered since 1991CRD 106425SEC# 801-38888Medford, NY
Export (members)
Reg. AUM
$375.7M
Employees
9
Accounts
1,712
Location
Medford, NY

Mark J Snyder Financial Services Inc assets under management

Mark J Snyder Financial Services Inc is an investment advisory firm registered with the SEC based in Medford, NY. The firm has been registered since 1991. It reports $375.7 million in regulatory assets under management and employs 9 people.
www.linkedin.com/company/snyder-wealth-groupView on SEC.gov ↗

Mark J Snyder Financial Services Inc owners & executives

1 reported
NameTitleOwnershipSince
Mark Jeffrey Snyder ControlPresident & Chief Compliance OfficerOver 75%1998

Frequently asked questions

How much does Mark J Snyder Financial Services Inc manage?

Mark J Snyder Financial Services Inc reports $375.7 million in regulatory assets under management on its Form ADV.

How many employees does Mark J Snyder Financial Services Inc have?

Mark J Snyder Financial Services Inc reports 9 employees.

Where is Mark J Snyder Financial Services Inc located?

Mark J Snyder Financial Services Inc is based in Medford, NY and has been SEC-registered since 1991.

Does Mark J Snyder Financial Services Inc disclose fund performance?

Mark J Snyder Financial Services Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1733 N Ocean Ave, Suite B, Medford, NY 11763
Phone631-289-4224
Fax631-289-8130
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK106425
Discloses disciplinary historyYes

Assets under management

Discretionary$335.1M
Non-discretionary$40.6M
Total (RAUM)$375.7M