Daniel William Snyder

Freedom Investment Management, INC.

17 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Freedom Investment Management, INC.

Compensation

Fee-Only (AUM)

Firm Size

8 advisors

Number of Clients

9,327 clients

Average Client Portfolio

$230K average

Assets Under Management

$2.1B

Fee Structure

Minimum Investment:$25K

Location

100 Constitution Plz, Fl 7, Hartford, CT, 06103-1703

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History

Regulatory History (1)

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Customer Dispute

December 2014

Denied

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Employment History

Current Registrations

Freedom Investment Management, INC.

February 2024 - Present · 2 yrs

Previous Registrations

3d/l Capital Management, LLC

April 2021 - December 2023 · 2 yrs 8 mos

3d Asset Management, INC.

February 2019 - March 2021 · 2 yrs 1 mo

Santander Securities

September 2012 - May 2018 · 5 yrs 8 mos

Santander Securities LLCBroker

September 2012 - May 2018 · 5 yrs 8 mos

LPL Financial LLC

February 2012 - September 2012 · 7 mos

LPL Financial LLCBroker

December 2009 - September 2012 · 2 yrs 9 mos

Nylife Securities LLCBroker

July 2007 - February 2010 · 2 yrs 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.