AS
AS

Andrew Snyder

14 Years of Experience
Tuscaloosa, AL
1 DisclosureBrokerSells Insurance

Andrew Snyder is a registered investment advisor at Eagle Strategies LLC, based in Tuscaloosa, AL, with 14 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

Fee Structure

Eagle Strategies offers investment advice through several programs:

  • Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
  • New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Loading...

Location

1820 Rice Mine Road N, Suite 300, Tuscaloosa, AL, 35406

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
September 2004
Final Disposition
Other Business ActivitiesSells Insurance

Andrew brokers non-registered insurance products through multiple entities, including Mass Mutual Brokerage and under the DBA names of Crown Wealth Advisers, LLC and Snyder and Associates, LLC. He also is a partner in 7K Properties LLC, buying rental property for passive income, and a board member for Freedom Farms, a local faith based non profit.

Employment History
Current Registrations
Eagle Strategies LLC
May 2019 - Present · 7 yrs 2 mos
Nylife Securities LLCBroker
May 2011 - Present · 15 yrs 2 mos
State Registrations7 states
ALCAFLMOMSOKTX
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.
Andrew Snyder - Financial Advisor | TrueAdvisor