Mark Jeffrey Snyder

ChFC

Osaic Wealth, INC.

44 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningEducation PlanningEstate PlanningInvestment Management

Osaic Wealth, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9179 advisors

Number of Clients

574,829 clients

Average Client Portfolio

$348K average

Assets Under Management

$200.3B

Fee Structure

Minimum Investment:$5.5K

Financial Planning:Investment management only

Location

1733 North Ocean Avenue, Suite B, Medford, NY, 11763

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History

Regulatory History (1)

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Customer Dispute

January 2019

Settled

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Other 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.

April 2016 - Present · 9 yrs 10 mos

Snyder Wealth Group

November 2014 - Present · 11 yrs 3 mos

Osaic Wealth, INC.Broker

November 1989 - Present · 36 yrs 3 mos

Previous Registrations

Long Island Financial Advisors, INC.

March 2021 - December 2021 · 9 mos

Snyder Mark J Financial Services INC

March 2006 - December 2006 · 9 mos

Integrated Resources Equity CorporationBroker

July 1986 - November 1989 · 3 yrs 4 mos

Hanover Concepts, INC.Broker

June 1986 - August 1986 · 2 mos

Cardell & Associates, IncorporatedBroker

July 1984 - June 1986 · 1 yr 11 mos

Guardian Investor Services CorporationBroker

September 1981 - July 1984 · 2 yrs 10 mos

State Registrations43 states

ALARAZCACOCTDCDEFLGAIAILINKSKYLAMAMDMEMIMNNCNHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

AdvisorBrokerBoth

Exams

No exam information available for this advisor.