DS
CFA
DS
CFA
David Snyder
39 Years of Experience
Media, PA
2 DisclosuresSells Insurance
David Snyder is a CFA-designated registered investment advisor at Journey 1 Advisors, LLC, based in Media, PA, with 39 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 35 clients with $39M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
35 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$38.8M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.80% |
| $500K - $1000K | 1.50% |
| $1.0M - $3.0M | 1.30% |
| $3M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1400 N. Providence Rd., Suite 411, Media, PA, 19063
Get directionsHistory
Regulatory History (2)
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Customer Dispute
June 2005Denied
Customer Dispute
November 2002Pending
Other Business ActivitiesSells Insurance
David is a fixed insurance producer registered with the Pennsylvania Department of Insurance. He dedicates a few hours per week to this investment-related business.
Employment History
Current Registrations
Journey 1 Advisors, LLC
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Oppenheimer & CO. INC.
January 2009 - August 2023 · 14 yrs 7 mos
Oppenheimer & CO. INC.Broker
January 2009 - August 2023 · 14 yrs 7 mos
Janney Montgomery Scott LLC
March 2006 - January 2009 · 2 yrs 10 mos
Janney Montgomery Scott LLCBroker
August 2005 - January 2009 · 3 yrs 5 mos
Morgan Stanley Dw INC.Broker
September 2000 - August 2005 · 4 yrs 11 mos
Fahnestock & CO. INC.Broker
January 1992 - September 2000 · 8 yrs 8 mos
W.H. Newbold's Son & CO., INC.Broker
May 1989 - December 1991 · 2 yrs 7 mos
Hopper Soliday & CO., INC.Broker
May 1986 - May 1989 · 3 yrs
State Registrations1 state
PA
Advisor
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.