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Eric Taitz

Snyder Wealth Group
43 Years of Experience
Medford, NY
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Eric Taitz is a registered investment advisor at Snyder Wealth Group, based in Medford, NY, with 43 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 606 clients with $380M in assets under management.

Snyder Wealth Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
606 clients
Average Client Portfolio
$630K average
Assets Under Management
$382.0M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees generally range between 0.50% and 2.50% depending on the level and scope of services required. Fees are negotiable and may vary based on factors such as asset amount, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1733 N Ocean Ave, Suite B, Medford, NY, 11763

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
December 2011
Final
Employment Separation After Allegations
October 2010
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Eric works with Crump Insurance and clients to obtain life insurance, dedicating minimal time to this. He also owns RACLA and is a member of McArthur Business Alliance, both requiring minimal time and not investment-related.

Employment History
Current Registrations
Snyder Wealth Group
September 2021 - Present · 5 yrs 1 mo
Osaic Wealth, INC.Broker
November 2010 - Present · 15 yrs 11 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - October 2010 · 1 yr 4 mos
Citigroup Global Markets INC.Broker
June 2008 - June 2009 · 1 yr
Morgan Stanley & CO. Incorporated
April 2007 - July 2008 · 1 yr 3 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - July 2008 · 1 yr 3 mos
Morgan Stanley
December 2002 - April 2007 · 4 yrs 4 mos
Morgan Stanley Dw INC.Broker
July 1983 - April 2007 · 23 yrs 9 mos
State Registrations11 states
CACTFLGAMDNCNJNYPASCVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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