Mark Snyder
Mark Snyder is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Medford, NY, with 44 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1733 North Ocean Avenue, Suite B, Medford, NY, 11763
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Regulatory History (1)
Customer Dispute
January 2019Other Business ActivitiesSells Insurance
Mark is involved in various activities, including life insurance and fixed annuity sales, and holds positions such as President of Mark J Snyder Financial Services Inc. and Treasurer of the JTM Foundation Board. He dedicates about half of his time to managing client accounts through his corporation.
Employment History
Current Registrations
Osaic Wealth, INC.
Snyder Wealth Group
Osaic Wealth, INC.Broker
Previous Registrations
Long Island Financial Advisors, INC.
Snyder Mark J Financial Services INC
Integrated Resources Equity CorporationBroker
Hanover Concepts, INC.Broker
Cardell & Associates, IncorporatedBroker
Guardian Investor Services CorporationBroker
State Registrations43 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.