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Daniel Snyder

3d Advisor Group, INC.
18 Years of Experience
Hopkinton, MA
1 Disclosure
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Daniel Snyder is a registered investment advisor at 3d Advisor Group, INC., based in Hopkinton, MA, with 18 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 102 clients with $190M in assets under management.

3d Advisor Group, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
102 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$194.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.85%
$2.0M - $3.0M0.70%
$3.0M - $4.0M0.60%
$4.0M - $5.0M0.50%
$5.0M - $10.0M0.45%
$10M+0.45%

Fees are negotiable at the sole discretion of 3D Advisor Group. Rates for accounts over $10,000,000 are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Hopkinton, MA

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History

Regulatory History (1)
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Customer Dispute
December 2014
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
3d Advisor Group, INC.
July 2026 - Present · 3 mos
Previous Registrations
Freedom Investment Management, INC.
February 2024 - July 2026 · 2 yrs 5 mos
3d/l Capital Management, LLC
April 2021 - December 2023 · 2 yrs 8 mos
3d Asset Management, INC.
February 2019 - March 2021 · 2 yrs 1 mo
Santander Securities
September 2012 - May 2018 · 5 yrs 8 mos
Santander Securities LLCBroker
September 2012 - May 2018 · 5 yrs 8 mos
LPL Financial LLC
February 2012 - September 2012 · 7 mos
LPL Financial LLCBroker
December 2009 - September 2012 · 2 yrs 9 mos
Nylife Securities LLCBroker
July 2007 - February 2010 · 2 yrs 7 mos
State Registrations2 states
MATX
Advisor

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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