Colby Snyder, financial advisor Boston MA

Colby Snyder

CRD Number: 7053084
Current Firm: Clear Brook Advisors, Inc.

Colby Snyder (CRD# 7053084) is an Investment Advisor Representative working at Clear Brook Advisors, Inc. in Boston, MA and has over 5 years of experience in the finance industry.

Similar Advisors
Peter Canniff, financial advisor Boston MA
Peter J. Canniff
CRD# 2513892
Advanced Portfolio Design, LLC
Similar Advisors
Jamie Upson, financial advisor Boston MA
Jamie A. Upson
CRD# 4046712
Stonehearth Capital Management
Similar Advisors
Nancy Aadalen, financial advisor Boston MA
Nancy A. Aadalen
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Clear Brook Advisors, Inc. Boston, MA Jun 2018 - Current 6
University Of Vermont Burlington, VT Aug 2014 - Jun 2018 3
Archbishop Spalding High School Severna Park, MD Sep 2010 - Aug 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2019
Contact Info for Colby Snyder
Phone Number: 617-315-8979
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    941
    MILLIONS
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $30,358,065
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

MA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.