Ingalls & Snyder LLC

Ingalls & Snyder LLC (CRD# 2288) is a financial advisory firm headquartered in New York, NY. They manage $3,216,820,514 in 3,414 accounts and serve the financial needs of clients across 43 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,217
    MILLION
  • Total Number of Accounts
    3,414
    ACCOUNTS
  • Average Account Value
    $942,244
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY

Financial Advisors at Ingalls & Snyder LLC
Showing 1 - 6 of 6 top financial advisors.
1
John H. Dunn
CRD#: 1815790
1325 Avenue Of The Americas, 18th Floor, New York, NY 10019
93
Wealthminder
score

John Dunn (CRD# 1815790) is an Investment Advisor Representative working at Ingalls & Snyder LLC in New York, NY and has over 29 years of experience in the finance industry.

2
John H. Hughes
CRD#: 5224166
1325 Avenue Of The Americas, New York, NY 10019
93
Wealthminder
score

John Hughes (CRD# 5224166) is an Investment Advisor Representative working at Ingalls & Snyder LLC in New York, NY and has over 11 years of experience in the finance industry.

3
Lisa R. James
CRD#: 1431340
255 Summit Avenue, San Rafael, CA 94901
93
Wealthminder
score

Lisa James (CRD# 1431340) is an Investment Advisor Representative working at Ingalls & Snyder LLC in San Rafael, CA and has over 31 years of experience in the finance industry.

4
Jason S. Morad
CRD#: 4617643
1325 Avenue Of The Americas, New York, NY 10019
93
Wealthminder
score

Jason Morad (CRD# 4617643) is an Investment Advisor Representative working at Ingalls & Snyder LLC in New York, NY and has over 13 years of experience in the finance industry.

5
Christian C. Park
CRD#: 3106787
1325 Avenue Of The Americas, 18th Floor, New York, NY 10019
93
Wealthminder
score

Christian Park (CRD# 3106787) is an Investment Advisor Representative working at Ingalls & Snyder LLC in New York, NY and has over 19 years of experience in the finance industry.

6
Lori Zager
CRD#: 1025297
San Rafael, CA
93
Wealthminder
score

Lori Zager (CRD# 1025297) is an Investment Advisor Representative working at Ingalls & Snyder LLC in San Rafael, CA and has over 36 years of experience in the finance industry.

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