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Alan Tanenblatt

Snyder Wealth Group
54 Years of Experience
Huntington Station, NY
1 DisclosureBrokerSells Insurance
View SEC Summary
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Alan Tanenblatt is a registered investment advisor at Snyder Wealth Group, based in Huntington Station, NY, with 54 years of industry experience. Alan 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
—
View Full SEC Brochure

Location

315 Walt Whitman Road, Suite 316, Huntington Station, NY, 11746

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2007
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Alan is a representative for Long Island Financial Advisors Inc, providing college financial aid planning services, dedicating about 60 hours per month. He also acts as a broker for life, health, and fixed annuity companies, and is an investment advisor for Mark J Snyder Financial Services Inc, dedicating full-time hours to this role.

Employment History
Current Registrations
Snyder Wealth Group
November 2021 - Present · 4 yrs 11 mos
Osaic Wealth, INC.Broker
November 1991 - Present · 34 yrs 11 mos
Previous Registrations
Long Island Financial Advisors, INC.
May 2021 - December 2021 · 7 mos
First Investors CorporationBroker
January 1990 - November 1991 · 1 yr 10 mos
Investacorp, INC.Broker
July 1988 - August 1988 · 1 mo
Portfolio Edge Securities, INC.Broker
August 1987 - July 1988 · 11 mos
Abacus Equity Services, INC.Broker
October 1986 - June 1987 · 8 mos
Cardell & Associates, IncorporatedBroker
September 1983 - October 1986 · 3 yrs 1 mo
Home Life Insurance CompanyBroker
December 1973 - July 1980 · 6 yrs 7 mos
Kurz-Liebow & Company, INC.Broker
February 1972 - November 1982 · 10 yrs 9 mos
First Investors CorporationBroker
November 1968 - December 1971 · 3 yrs 1 mo
State Registrations4 states
CTFLNJNY
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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