Jeffrey Snyder
Jeffrey Snyder is a registered investment advisor at LPL Financial LLC, based in Glastonbury, CT, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2234 Main Street, Glastonbury, CT, 06033
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is the 100% owner of Snyder & Company CPAs PC, dedicating nearly full-time hours to the firm, and has ownership stakes in multiple rental properties, requiring a few hours per week. Additionally, Jeffrey sells life, accident, health, variable life, variable annuities, and credit travel insurance.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Cadaret Grant & CO INC
Securities America Advisors, INC.
Securities America, INC.Broker
Investacorp Advisory Services INC
Investacorp, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Securities America, INC.Broker
Veravest Investments, INC.Broker
State Registrations8 states
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.