Sean Snyder, financial advisor San Francisco CA
96 score

Sean Snyder

CRD Number: 1860842
Current Firm: Dba Angel Rock Advisors And Angel Rock Fiduciary Partners

Sean Snyder (CRD# 1860842) is an Investment Advisor Representative working at Dba Angel Rock Advisors And Angel Rock Fiduciary Partners in San Francisco, CA and has over 14 years of experience in the finance industry. Sean Snyder 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.

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Professional Designations
Company Name Location Dates Years
Emerson Equity LLC San Mateo, CA Nov 2012 - Current 5
Three Bell Capital LLC Los Altos, CA Oct 2012 - Jan 2016 3
Strategyn San Francisco, CA Apr 2012 - Jan 2013 < 1
Capital Dynamics Broker Dealer LLC Menlo Park, CA Jan 2010 - Jul 2012 2
Capital Dynamics Inc. Menlo Park, CA Jan 2010 - Apr 2012 2
Growth Capital Services San Francisco, CA Nov 2009 - Jan 2010 < 1
Self Employed / Consultant San Francisco, CA Jan 2007 - Dec 2009 2
Sj Capital, Inc. San Francisco, CA Apr 2008 - Nov 2009 1
Atlantic Trust Stein Roe San Francisco, CA Mar 2004 - Dec 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2008
S65 NASAA Investment Advisors Law Examination Apr 2003
Contact Info for Sean K. Snyder
Phone Number: 415-305-9555
Registered State(s):
  • CA
Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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