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.
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.
2 North Tamiami Trail, Suite 1100, Sarasota, FL, 34236
Get directionsC 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.
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.