BS
BS

Brian David Snyder

26 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
55 advisors
Number of Clients
1,961 clients
Average Client Portfolio
$539K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$10
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Location

Kittanning, PA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brian has been an independent insurance agent since 1997, with hours varying based on appointments. He also works as a bartender/cook, dedicating about half his time outside of trading hours and about 10-20% of his time during trading hours.

Employment History
Current Registrations
Pinnacle Investments, LLC
December 2020 - Present · 5 yrs 2 mos
Pinnacle Investments, LLC
June 2019 - Present · 6 yrs 8 mos
Pinnacle Investments, LLCBroker
June 2019 - Present · 6 yrs 8 mos
Previous Registrations
Global Investment Advisors, LLC
January 2010 - December 2019 · 9 yrs 11 mos
Essex Securities LLCBroker
January 2010 - July 2019 · 9 yrs 6 mos
Investors Capital Advisory
January 2005 - January 2010 · 5 yrs
Eastern Point Advisors INC.
April 2004 - December 2004 · 8 mos
Investors Capital CORP.Broker
August 2001 - January 2010 · 8 yrs 5 mos
Empire Financial Group, INC.Broker
July 2001 - October 2001 · 3 mos
Centennial Capital Management, INC.Broker
November 1999 - July 2001 · 1 yr 8 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.