KS
KS

Keith Snyder

24 Years of Experience
Rye Brook, NY
BrokerSells Insurance

Keith Snyder is a registered investment advisor at Park Avenue Securities LLC, based in Rye Brook, NY, with 24 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1877 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

Fee Structure

Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.

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Location

800 Westchester Avenue, 4th Floor Suite N409, Rye Brook, NY, 10573

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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

Keith sells insurance outside of Guardian since 2006. This activity requires minimal time.

Employment History
Current Registrations
Park Avenue Securities LLC
May 2007 - Present · 19 yrs 4 mos
Park Avenue Securities LLC
February 2007 - Present · 19 yrs 7 mos
Park Avenue Securities LLCBroker
February 2007 - Present · 19 yrs 7 mos
Previous Registrations
Mutual Service Corporation
August 2005 - December 2006 · 1 yr 4 mos
Mutual Service CorporationBroker
July 2004 - December 2006 · 2 yrs 5 mos
Ing Financial Markets LLCBroker
November 2001 - October 2003 · 1 yr 11 mos
Abn Amro IncorporatedBroker
April 2001 - November 2001 · 7 mos
Ing Barings LLCBroker
September 2000 - April 2001 · 7 mos
State Registrations26 states
ALCACOCTDEFLGAILKSMAMDMNMONCNENJNYOHOKPARITXVAVTWAWV
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.