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Barry Phillips

Snyder Wealth Group
33 Years of Experience
Great Neck, NY
BrokerSells Insurance
View SEC Summary
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Barry Phillips is a registered investment advisor at Snyder Wealth Group, based in Great Neck, NY, with 33 years of industry experience. Barry 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
—
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Location

505 Northern Boulevard, Suite 204, Great Neck, NY, 11021

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Barry operates as a registered representative and broker under BAP Financial Services, spending minimal time on these activities. He also provides investment advisory services for Snyder Wealth Management, dedicating nearly full-time hours to this role.

Employment History
Current Registrations
Snyder Wealth Group
November 2021 - Present · 4 yrs 11 mos
Osaic Wealth, INC.Broker
June 1999 - Present · 27 yrs 4 mos
Previous Registrations
Long Island Financial Advisors, INC.
April 2021 - December 2021 · 8 mos
Signator Investors, INC.Broker
December 1992 - July 1999 · 6 yrs 7 mos
John Hancock Mutual Life Insurance CompanyBroker
December 1992 - May 1997 · 4 yrs 5 mos
State Registrations3 states
FLMDNY
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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