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.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- MA
-
Total Assets Under Management941MILLIONS
-
Total Number of Accounts31ACCOUNTS
-
Average Account Value$30,358,065
- Fixed fees (other than subscription fees)
- Other
- 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
MA
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