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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-09-1991
- Office Locations
- 5
Office Locations
About Snyder Wealth Group
Snyder Wealth Group is a Medford, NY-based RIA serving retail and institutional clients with financial/wealth planning, portfolio construction, and discretionary asset management. The firm supports retirement, tax, estate and charitable planning, 529s, and insurance coordination, using mutual funds and ETFs alongside fixed income in allocation-focused portfolios. Custody includes Charles Schwab and Pershing.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARK JEFFREY SNYDER
Chief Compliance Officer, Investment Advisor, President
- CRD
- #1003418
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CHRISTOPHER JONATHAN IPPOLITO
Director
- CRD
- #6603481
JOHN ANDREW PASSARO
Senior Manager
- CRD
- #1574451
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $340,300,555 | $280,313 |
| Non-Discretionary | $41,696,091 | $105,293 |
| Total | $381,996,646 | $237,265 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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