Mark Snyder, financial advisor Lafayette Hill PA

Mark Snyder

CRD Number: 5591561
Current Firm: Charles Schwab & Company, Inc.

Mark Snyder (CRD# 5591561) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lafayette Hill, PA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Lafayette Hill, PA May 2018 - Current 5
Charles Schwab Bank. Ssb Lafayette Hill, PA May 2018 - Current 5
Unemployed Lafayette Hill, PA Nov 2017 - May 2018 < 1
Morgan Stanley Berwyn, PA Apr 2017 - Nov 2017 < 1
Morgan Stanley Private Bank, N.a. Berwyn, PA Nov 2015 - Nov 2017 2
Wells Fargo Advisors, LLC Doylestown, PA May 2014 - Nov 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mark S. Snyder
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY

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