Mark Snyder, financial advisor Medford NY
96 score

Mark Snyder

CRD Number: 1003418
Current Firm: Royal Alliance Associates, Inc.

Mark Snyder (CRD# 1003418) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Medford, NY and has over 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Stony Brook Hillel Stonybrook, NY Jan 2007 - Current 9
Long Island Financial Advisors, Inc. Medford, NY Sep 2002 - Current 14
Snyder Mark J Financial Services Inc. Medford, NY Jan 1998 - Current 18
Royal Alliance Associates, Inc. Medford, NY Nov 1989 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1988
S65 NASAA Investment Advisors Law Examination Jul 1996
Contact Info for Mark J. Snyder
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    4,629
    MILLIONS
  • Total Number of Accounts
    19,113
    ACCOUNTS
  • Average Account Value
    $242,202
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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