Corey Sneed
Corey Sneed is a registered investment advisor at Capital Analysts, based in Fort Washington, PA, with 24 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034
Get directionsHistory
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
Corey is a broker for Amwins Group Benefits, Inc. selling group health and voluntary benefits, and spends minimal time on this. Corey also serves in leadership roles for RYASAP and Great Oaks Charter Schools, dedicating minimal time to each.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Lincoln Investment
Previous Registrations
Legend Advisory, LLC
Legend Equities CorporationBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
People's Securities, INC.
People's Securities, INC.Broker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
People's Securities, INC.Broker
Nylife Securities INC.Broker
Washington Square Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Conseco Securities, INC.Broker
First Investors CorporationBroker
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.