Diane Snyder, financial advisor Cincinnati OH

Diane Snyder

CRD Number: 6141487
Current Firm: Horter Investment Management, LLC

Diane Snyder (CRD# 6141487) is an Investment Advisor Representative working at Horter Investment Management, LLC in Cincinnati, OH and has over 11 years of experience in the finance industry.

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Ubs Financial Services Inc.
Company Name Location Dates Years
Horter Investment Management, LLC Cincinnati, OH Nov 2012 - Current 11
Snyder Financial, Inc. Stuart, FL Jun 2009 - Current 14
Mvb Mortgage Fairfax, VA Jan 2017 - Mar 2018 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2012
Contact Info for Diane C. Snyder
Phone Number: 513-984-9933
Registered State(s):
  • FL
  • VA
By the Numbers
  • Total Assets Under Management
    227
    MILLIONS
  • Total Number of Accounts
    2,563
    ACCOUNTS
  • Average Account Value
    $88,590
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

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