Mark Snyder
Mark Snyder is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Medford, NY, with 45 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
1733 North Ocean Avenue, Suite B, Medford, NY, 11763
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2019Other Business ActivitiesSells Insurance
Mark is involved in various activities, including life insurance and fixed annuity sales, and holds positions such as President of Mark J Snyder Financial Services Inc. and Treasurer of the JTM Foundation Board. He dedicates about half of his time to managing client accounts through his corporation.
Employment History
Current Registrations
Osaic Wealth, INC.
Snyder Wealth Group
Osaic Wealth, INC.Broker
Previous Registrations
Long Island Financial Advisors, INC.
Snyder Mark J Financial Services INC
Integrated Resources Equity CorporationBroker
Hanover Concepts, INC.Broker
Cardell & Associates, IncorporatedBroker
Guardian Investor Services CorporationBroker
State Registrations42 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.