NS
CFA
NS
CFA

Nathan Snyder

22 Years of Experience
Pittsburgh, PA
Broker

Nathan Snyder is a CFA-designated registered investment advisor at Janney Montgomery Scott LLC, based in Pittsburgh, PA, with 22 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1308 advisors
Number of Clients
239,256 clients
Average Client Portfolio
$421K average
Assets Under Management
$100.8B

Fee Structure

Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.

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Location

One Ppg Place, Suite 2200, Pittsburgh, PA, 15222

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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 Activities

Nathan is a member of Boyce Property Holdings LLC, a commercial property owner, and serves on the board of directors for both Victorian Finance, LLC (a mortgage bank), and Townsend Financial Corp (a bank holding company). He also serves as Vice President of the Upper St Clair High School Football Booster.

Employment History
Current Registrations
Janney Montgomery Scott LLCBroker
October 2016 - Present · 9 yrs 7 mos
Janney Montgomery Scott LLC
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
Snow Capital Management, L.P.
March 2006 - October 2016 · 10 yrs 7 mos
Janney Montgomery Scott LLCBroker
June 2005 - September 2005 · 3 mos
Janney Montgomery Scott LLC
June 2005 - September 2005 · 3 mos
Parker/hunter Incorporated
February 2005 - June 2005 · 4 mos
Parker/hunter IncorporatedBroker
October 2002 - June 2005 · 2 yrs 8 mos
State Registrations41 states
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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.