MS
MS

Molly Snider

23 Years of Experience
Cincinnati, OH
BrokerSells Insurance

Molly Snider is a registered investment advisor at Park Avenue Securities LLC, based in Cincinnati, OH, with 23 years of industry experience. Molly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1877 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

Fee Structure

Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.

Loading...

Location

419 Plum Street, Cincinnati, OH, 45202

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Molly sells term, disability, and long-term care insurance products outside of Guardian since 2004. This investment-related activity takes a few hours per week and provides more than 10% of her annual compensation.

Employment History
Current Registrations
Park Avenue Securities LLC
October 2003 - Present · 22 yrs 7 mos
Park Avenue Securities LLC
July 2003 - Present · 22 yrs 10 mos
Park Avenue Securities LLCBroker
July 2003 - Present · 22 yrs 10 mos
Previous Registrations
American Express Financial Advisors INC.Broker
February 2002 - June 2002 · 4 mos
Ids Life Insurance CompanyBroker
February 2002 - June 2002 · 4 mos
State Registrations34 states
AKAZCACOCTDCFLGAIAILINKYMAMDMIMOMSNCNENJNMNYOHORPAPRRISCTXUTVAWAWIWY
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.