Rob Snyder, financial advisor Jacksonville FL

Rob Snyder

CRD Number: 3073414
Current Firm: Advice And Planning Services

Rob Snyder (CRD# 3073414) is an Investment Advisor Representative working at Advice And Planning Services in Jacksonville, FL and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Jacksonville, FL Sep 2012 - Current 11
Tiaa Jacksonville, FL Sep 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Rob E. Snyder
Phone Number: 212-490-9000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    30,907
    MILLIONS
  • Total Number of Accounts
    76,892
    ACCOUNTS
  • Average Account Value
    $401,951
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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