Thomas Snayd is a CFP-designated registered investment advisor at Purkiss Capital Advisors, LLC, based in Ridgefield, CT, with 24 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 409 clients with $840M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiable at Purkiss Capital's discretion.
Fee Estimator
Contact
Thomas Snayd
Location
Ridgefield, CT
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Thomas is the Investment Committee Chair for the Newtown Pension Committee since 2021. He spends minimal time per week on monthly meetings, reviewing benefit payments, asset allocation, and manager performance.
Employment History
Current Registrations
Purkiss Capital Advisors, LLC
Previous Registrations
Commonfund Securities, INC.Broker
Heritage Advisors
Commonwealth Financial NetworkBroker
First Union Securities, INC.Broker
The Dreyfus Service CorporationBroker
Winchester Investment Securities, INC.Broker
State Registrations2 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.