Nicholas Snyder
Nicholas Snyder is a registered investment advisor at LPL Financial LLC, based in Bowling Green, OH, with 23 years of industry experience. Nicholas 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 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1302 Brim Rd, Suite 1, Bowling Green, OH, 43402
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2026Other Business Activities
Nicholas operates Snyder Financial Management, LLC as a DBA for his LPL business. He also owns Non Holdings, LLC, a real estate rental business, taking about 10-20% of his time, and Northern Penguins, LLC, which holds a cabin in northern Michigan, requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations14 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.
Exams
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