Eric SneiderCRD Number: 1836085
Current Firm: Bromfield Financial Advisory Group, Inc.
Eric Sneider (CRD# 1836085) is an Investment Advisor Representative working at Bromfield Financial Advisory Group, Inc. in Cambridge, MA and has over 19 years of experience in the finance industry. Eric Sneider has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Bromfield Financial Advisory Group, Inc.||Cambridge, MA||Jan 2002 - Current||16|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 1998|
Total Assets Under Management313MILLIONS
Total Number of Accounts278ACCOUNTS
Average Account Value$1,125,027
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses