Lindsay Snyder
Lindsay Snyder is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Reston, VA, with 23 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
12020 Sunrise Valley Dr, Ste 380, Reston, VA, 20191
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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
Lyndsay is an independent insurance agent for various independent insurance companies, dedicating a few hours per week to this activity. She is also an advisory representative of a registered investment advisor, spending about half of her time in this role, with about a quarter of her time dedicated to trading. Finally, she is a W2 employee of Sunrise Wealth Partners, LLC, spending full-time hours in this role, which is also investment related.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Fulcrum Securities, LLCBroker
Fulcrum Advisory Services, LLC
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
MML Investors Services, INC.Broker
Ing Furman Selz Financial Services LLCBroker
State Registrations20 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.