Michael Snyder is a registered investment advisor, based in Easton, PA, with 24 years of industry experience.
Location
109 N. 4th Street, Suite 1, Easton, PA, 18042
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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 ActivitiesSells Insurance
Michael is a founding advisor and IAR at Valor Investments & Planning, focusing on sales and marketing of investment advisory services and financial planning, dedicating full-time hours to this. He is also an insurance agent at Coastal Insurance Consulting and an insurance producer at Valor Life & Annuity LLC, spending a few hours per week and about a quarter of his time, respectively, on these insurance-related activities.
Employment History
Current Registrations
The Leaders Group, INC.Broker
The Leaders Group, INC.
Valor Investments and Planning LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations5 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.