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C Snyder

38 Years of Experience
Sarasota, FL
1 DisclosureBroker

C Snyder is a registered investment advisor at Morgan Stanley, based in Sarasota, FL, with 38 years of industry experience. C is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

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Location

2 North Tamiami Trail, Suite 1100, Sarasota, FL, 34236

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History

Regulatory History (1)
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.
Customer Dispute
July 2002
Denied
Other Business Activities

C owns Common Sense Carry, providing training and instruction, and dedicates minimal time outside of office hours. C also volunteers for the CE Content Committee for FINRA, attending quarterly meetings with expenses covered by FINRA, and is a partner in DropShipUSA LLC, a wholesale/distribution business, spending a few hours per week on administrative and accounting tasks.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 4 mos
Morgan Stanley
June 2009 - Present · 17 yrs 4 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
August 1991 - April 2007 · 15 yrs 8 mos
Morgan Stanley Dw INC.Broker
August 1991 - April 2007 · 15 yrs 8 mos
Chatfield Dean & CO., INC.Broker
June 1991 - August 1991 · 2 mos
Bryn Mawr Investment Group, INC.Broker
February 1990 - November 1990 · 9 mos
Fsc Securities CorporationBroker
March 1989 - August 1989 · 5 mos
New England SecuritiesBroker
April 1988 - February 1990 · 1 yr 10 mos
American Express Financial Advisors INC.Broker
November 1987 - April 1988 · 5 mos
State Registrations37 states
ALARAZCACOCTDEFLGAIAIDILINKSKYLAMAMDMEMIMNMONCNJNMNVNYOHPARISCTNTXUTVAWAWI
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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