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Alexander Snyman

Capital Analysts
14 Years of Experience
Bala Cynwyd, PA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Alexander Snyman is a registered investment advisor at Capital Analysts, based in Bala Cynwyd, PA, with 14 years of industry experience. Alexander is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 15,840 clients with $8.8B in assets under management.

Capital Analysts
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
610 advisors
Number of Clients
15,840 clients
Average Client Portfolio
$554K average
Assets Under Management
$8.8B

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$200
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.25%
$1.0M - $2.0M1.25%
$2M+1.25%

Maximum annual financial advisor fee is established at 1.25%. Additional Capital Analysts administrative fees may apply ranging from 0.08% to 0.15% with a $200 minimum.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Two Bala Plaza, Suite 803, Bala Cynwyd, PA, 19004

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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.

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Other Business ActivitiesSells Insurance

Alexander is an insurance agent appointed with outside carriers for brokering fixed insurance since 2015. This activity takes minimal time and is investment-related.

Employment History
Current Registrations
Lincoln Investment
May 2022 - Present · 4 yrs 5 mos
Capital Analysts
May 2022 - Present · 4 yrs 5 mos
Lincoln InvestmentBroker
May 2022 - Present · 4 yrs 5 mos
Lincoln Investment
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
Eagle Strategies LLC
October 2015 - May 2022 · 6 yrs 7 mos
Nylife Securities LLCBroker
September 2015 - May 2022 · 6 yrs 8 mos
Mcadam LLC
October 2014 - September 2015 · 11 mos
Purshe Kaplan Sterling InvestmentsBroker
October 2014 - September 2015 · 11 mos
Voya Financial Advisors, INC.
August 2012 - October 2014 · 2 yrs 2 mos
Voya Financial Advisors, INC.Broker
July 2012 - October 2014 · 2 yrs 3 mos
State Registrations17 states
CACODEFLGAILINMAMDMTNJNYPASCTXVAWA
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.
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