Thomas Snayd (CRD# 3008088) is an Investment Advisor Representative working at Purkiss Capital Advisors, LLC in Ridgefield, CT and has over 26 years of experience in the finance industry. Thomas Snayd 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.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purkiss Capital Advisors, LLC | Ridgefield, CT | Oct 2017 - Current | 6 |
| Commonfund Asset Management Company, Inc. | Wilton, CT | Jan 2005 - Oct 2017 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2003 |
- CT
- TX
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Total Assets Under Management514MILLIONS
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Total Number of Accounts290ACCOUNTS
-
Average Account Value$1,773,040
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CT, FL, MA, ME, NJ, NY, PA, TX
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