Eric Ross Taitz

Snyder Wealth Group

42 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Snyder Wealth Group

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

1,709 clients

Average Client Portfolio

$220K average

Assets Under Management

$375.7M

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

Minimum Annual Fee:$2,500

Location

1733 N Ocean Ave, Suite B, Medford, NY, 11763

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

December 2011

Final

Employment Separation After Allegations

October 2010

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Eric works with Crump Insurance and clients to obtain life insurance, dedicating minimal time to this. He also owns RACLA and is a member of McArthur Business Alliance, both requiring minimal time and not investment-related.