Monte Lee Snider

ChFC

Snider Financial Group

33 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & Coaching

Snider Financial Group

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

509 clients

Average Client Portfolio

$984K average

Assets Under Management

$500.7M

Fee Structure

Location

12505 Bel-Red Rd, Suite 200, Bellevue, WA, 98005

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History

Regulatory History (1)

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Customer Dispute

June 2011

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Monte sells non-variable insurance (life, disability, health, and LTC) and property/casualty insurance, dedicating about 10-20% of his time to insurance-related activities. He also owns rental real estate and is the CEO/Owner of FinTax Partners LLC, spending minimal time on these activities.

Employment History

Current Registrations

Snider Financial Group

January 2023 - Present · 3 yrs 1 mo

Previous Registrations

LPL Financial LLCBroker

February 2009 - June 2021 · 12 yrs 4 mos

Sagepoint Financial, INC.

December 2005 - February 2009 · 3 yrs 2 mos

Sagepoint Financial, INC.Broker

October 2005 - February 2009 · 3 yrs 4 mos

Snider Financial Group

July 2001 - December 2022 · 21 yrs 5 mos

Sunamerica Securities, INC.Broker

February 2000 - October 2005 · 5 yrs 8 mos

Metlife Securities INC.Broker

July 1992 - February 2000 · 7 yrs 7 mos

Metropolitan Life Insurance CompanyBroker

July 1992 - February 2000 · 7 yrs 7 mos

State Registrations2 states

TXWA

Advisor

Exams

No exam information available for this advisor.