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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-03-2005
- Office Locations
- 1
Office Locations
About Snider Advisors
Snider Advisors is a boutique, SEC-registered RIA focused on income-oriented equity/options portfolios. Its proprietary Snider Investment Method combines stock screening with covered calls, cash-secured puts, and cash management to target consistent monthly cash flow with risk controls. Clients can self-implement via SIM Hub AutoPilot plus training/webinars, or outsource trading through Charter Asset Management; supports implementation on Interactive Brokers.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JESSE GILBERT ANDERSON
Advisor, Chief Compliance Officer
- CRD
- #5002910
- Ownership
- 50% but less than 75%
TYLER VINCENT CURTIS
Advisor
- CRD
- #5369644
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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ROBERT WILLIAM BRAUER
Investment Advisor
- CRD
- #6410140
SHELLEY JONES SEAGLER
Advisor
- CRD
- #5451277
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $92,266,579 | $480,555 |
| Non-Discretionary | $135,870,741 | $423,273 |
| Total | $228,137,320 | $444,712 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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