Lisa SnydermanCRD Number: 1056330
Current Firm: Vision Investment Advisors, LLC
Lisa Snyderman (CRD# 1056330) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Stamford, CT and has over 31 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Vision Brokerage Services, LLC||New York, NY||Jun 2006 - Current||10|
|Leafstone Temps Ubs||Stamford, CT||Dec 2005 - Jun 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1985|
|S65||NASAA Investment Advisors Law Examination||Jan 2002|
Total Assets Under Management61MILLIONS
Total Number of Accounts111ACCOUNTS
Average Account Value$551,212
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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