Snyder Wealth Group

Snyder Wealth Group (CRD# 106425) is a financial advisory firm headquartered in Medford, NY. They manage $345,487,200 in 1,019 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
1733 N Ocean Ave, Suite B, Medford, NY 11763
https://www.linkedin.com/company/snyder-wealth-group
By the Numbers
  • Total Assets Under Management
    345
    MILLION
  • Total Number of Accounts
    1,019
    ACCOUNTS
  • Average Account Value
    $339,045
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, GA, NC, NJ, NY, PA, SC, TX

Financial Advisors at Snyder Wealth Group
Showing 1 - 9 of 9 top financial advisors.
1
Boyan Doytchinov, financial advisor Medford NY
Boyan O. Doytchinov
CRD#: 5560301
1733 N Ocean Ave, Suite B, Medford, NY 11763

Boyan Doytchinov (CRD# 5560301) is an Investment Advisor Representative working at Snyder Wealth Group in Medford, NY and has over 11 years of experience in the finance industry.

2
Christopher Ippolito, financial advisor Medford NY
Christopher J. Ippolito
CRD#: 6603481
1733 N Ocean Ave, Suite B, Medford, NY 11763

Christopher Ippolito (CRD# 6603481) is an Investment Advisor Representative working at Snyder Wealth Group in Medford, NY and has over 2 years of experience in the finance industry.

3
Earl Ketry, financial advisor Medford NY
Earl A. Ketry
CRD#: 2560344
1733 N Ocean Ave, Suite B, Medford, NY 11763

Earl Ketry (CRD# 2560344) is an Investment Advisor Representative working at Snyder Wealth Group in Medford, NY and has over 29 years of experience in the finance industry.

4
John Passaro, financial advisor Manorville NY
John A. Passaro
CRD#: 1574451
Manorville, NY

John Passaro (CRD# 1574451) is an Investment Advisor Representative working at Snyder Wealth Group in Manorville, NY and has over 37 years of experience in the finance industry.

5
Raymond Passaro, financial advisor Mastic NY
Raymond V. Passaro
CRD#: 1781358
Mastic, NY

Raymond Passaro (CRD# 1781358) is an Investment Advisor Representative working at Snyder Wealth Group in Mastic, NY and has over 36 years of experience in the finance industry.

6
Barry Phillips, financial advisor Medford NY
Barry A. Phillips
CRD#: 2050472
1733 N Ocean Ave, Suite B, Medford, NY 11763

Barry Phillips (CRD# 2050472) is an Investment Advisor Representative working at Snyder Wealth Group in Medford, NY and has over 32 years of experience in the finance industry.

7
Edward Secker, financial advisor Medford NY
Edward Secker
CRD#: 2443102
1733 N Ocean Ave, Suite B, Medford, NY 11763

Edward Secker (CRD# 2443102) is an Investment Advisor Representative working at Snyder Wealth Group in Medford, NY and has over 24 years of experience in the finance industry.

8
Eric Taitz, financial advisor Medford NY
Eric R. Taitz
CRD#: 1157988
1733 N Ocean Ave, Suite B, Medford, NY 11763

Eric Taitz (CRD# 1157988) is an Investment Advisor Representative working at Snyder Wealth Group in Medford, NY and has over 40 years of experience in the finance industry.

9
Alan Tanenblatt, financial advisor Medford NY
Alan I. Tanenblatt
CRD#: 442355
1733 N Ocean Ave, Suite B, Medford, NY 11763

Alan Tanenblatt (CRD# 442355) is an Investment Advisor Representative working at Snyder Wealth Group in Medford, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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