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Mark J Snyder Financial Services Inc

● SEC registered since 1991CRD 106425SEC# 801-38888Medford, NY
Export (members)
Reg. AUM
$382M
Employees
10
Accounts
1,610
Location
Medford, NY

Mark J Snyder Financial Services Inc assets under management

Mark J Snyder Financial Services Inc is an investment advisory firm registered with the SEC based in Medford, NY. The firm has been registered since 1991. It reports $382 million in regulatory assets under management and employs 10 people.

Mark J Snyder Financial Services Inc owners & executives

1 reported
NameTitleOwnershipSince
Mark Jeffrey Snyder ControlPresident & Chief Compliance OfficerOver 75%1998

Frequently asked questions

How much does Mark J Snyder Financial Services Inc manage?

Mark J Snyder Financial Services Inc reports $382 million in regulatory assets under management on its Form ADV.

How many employees does Mark J Snyder Financial Services Inc have?

Mark J Snyder Financial Services Inc reports 10 employees.

Where is Mark J Snyder Financial Services Inc located?

Mark J Snyder Financial Services Inc is based in Medford, NY and has been SEC-registered since 1991.

Does Mark J Snyder Financial Services Inc disclose fund performance?

Mark J Snyder Financial Services Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1733 N Ocean Ave, Suite B, Medford, NY 11763
Phone631-289-4224
Fax631-289-8130
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK106425
Discloses disciplinary historyYes

Regulatory AUM

$382M▲ 2%
Mar '25 — $375.7MApr '25 — $375.7MMay '25 — $375.7MJun '25 — $375.7MJul '25 — $375.7MAug '25 — $375.7MSep '25 — $375.7MOct '25 — $375.7MNov '25 — $375.7MDec '25 — $375.7MJan '26 — $375.7MFeb '26 — $375.7MMar '26 — $382MApr '26 — $382MMay '26 — $382MJun '26 — $382M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers

Assets under management

$382Mregulatory AUM
Discretionary $340.3MNon-discretionary $41.7M