Bartlett Snyder, financial advisor Evergreen CO
93 score

Bartlett Snyder

CRD Number: 5434684
Current Firm: Valmark Advisers, Inc.

Bartlett Snyder (CRD# 5434684) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Evergreen, CO and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Valmark Advisers, Inc. Akron, OH Jan 2012 - Current 6
Valmark Securities, Inc. Akron, OH Oct 2007 - Current 10
Churchley Financial Group Evergreen, CO Jul 2007 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for Bartlett C. Snyder
Phone Number: 800-765-5201
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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