Alan Irwin Tanenblatt

Snyder Wealth Group

54 Years of Experience

1 DisclosureBrokerSells Insurance

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Areas of Practice

Investment ManagementRetirement Planning

Snyder Wealth Group

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

1,709 clients

Average Client Portfolio

$220K average

Assets Under Management

$375.7M

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

Minimum Annual Fee:$2,500

Location

1733 N Ocean Ave, Suite B, Medford, NY, 11763

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History

Regulatory History (1)

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Customer Dispute

September 2007

Denied

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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 3 mos

Osaic Wealth, INC.Broker

November 1991 - Present · 34 yrs 3 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

Exams

No exam information available for this advisor.