Be advised. This firm is no longer registered.

Marc Sneider,j.d.,cfp(r)

Marc Sneider,j.d.,cfp(r) (CRD# 116820) is a financial advisory firm headquartered in Windham, NH. They manage $26,246,237 in 141 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $186,144
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

MA

Financial Advisors at Marc Sneider,j.d.,cfp(r)
No Advisor Found.
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