Christopher Sneed (CRD# 7250271) is an Investment Advisor Representative working at Procyon Advisors, LLC in New York, NY and has over 3 years of experience in the finance industry.
CRD# 2963357
Hsbc Securities (usa) Inc.
CRD# 4896689
J.p. Morgan Securities LLC
CRD# 5336896
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Procyon Advisors, LLC | New York, NY | Jun 2023 - Current | < 1 |
Procyon Risk, LLC | New York, NY | Jun 2023 - Current | < 1 |
Baker Tilly Us, LLP | New York, NY | Dec 2020 - Jun 2023 | 2 |
Baker Tilly Capital, LLC | New York, NY | Dec 2020 - Jun 2023 | 2 |
Baker Tilly Wealth Management, LLC | New York, NY | Dec 2020 - Jun 2023 | 2 |
Bank Of America, N.a. | Stamford, CT | Jun 2020 - Dec 2020 | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stamford, CT | Apr 2020 - Dec 2020 | < 1 |
American Medical Response | West Hartford, CT | Aug 2008 - Apr 2020 | 11 |
Edge Fitness Company | West Hartford, CT | Dec 2019 - Mar 2020 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2020 |
- NY
-
Total Assets Under Management6,279MILLIONS
-
Total Number of Accounts4,077ACCOUNTS
-
Average Account Value$1,540,034
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.