ET
Eric R. Taitz
SNYDER WEALTH GROUP
Medford, NY 11763
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CRD#: 1157988
ET
Professional summary
Eric Ross Taitz is a registered financial advisor currently at SNYDER WEALTH GROUP located in Medford, New York and OSAIC WEALTH, INC. located in Medford, New York.
Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Eric has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) ERIC TAITZ; INVESTMENT-RELATED; 1731 NORTH OCEAN AVENUE, MEDFORD, NY 11763; SOLE PROPRIETORSHIP; OWNER; STARTED 04/09/2013; 2 HOURS/ 2 SECURITIES HOURS; WORK CRUMP INSURANCE AND CLIENT TO OBTAIN LIFE INSURANCE. MARK J. SNYDER FIANCIAL SERVICES, INC. FOR ADVISORY BUSINESS 5/6 BUSINESS HOURS 2) RACLA, 222 MIDDLE ROAD, OWNER, 28-MAR-2014, 1, 0, OWNER RACLA POSITION: OWNER NATURE: CORPORATION SUB CHAPTER S INVESTMENT RELATED: NO NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 03/28/2014 ADDRESS: 222 MIDDLE ROAD, BLUE POINT NY 11715 DESCRIPTION: OWNER 3) MCARTHUR BUSINESS ALLIANCE POSITION: Member NATURE: Not for Profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/25/2018 ADDRESS: PO Box 472, Bohemia NY 11716, United States DESCRIPTION: No Duties
CRS (Client Relationship Summary) - RIA
Click below to view Eric Ross Taitz's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 9, 2021 - Present
SNYDER WEALTH GROUP
Office #1: 1733 N Ocean Ave Suite B, Medford, NY 11763RIA
CRD#: 106425
Medford, NY
Current
November 19, 2010 - Present
OSAIC WEALTH, INC.
Office #1: 1733 North Ocean Avenue Suite B, Medford, NY 11763RIA
BD
CRD#: 23131
Medford, NY
Past
June 1, 2009 - October 29, 2010
MORGAN STANLEY
BD
CRD#: 149777
JERICHO, NY
Past
June 20, 2008 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
JERICHO, NY
Past
April 2, 2007 - July 9, 2008
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
MELVILLE, NY
Past
April 2, 2007 - July 9, 2008
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
MELVILLE, NY
Past
December 20, 2002 - April 2, 2007
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
MELVILLE, NY
Past
July 20, 1983 - April 2, 2007
MORGAN STANLEY DW INC.
BD
CRD#: 7556
MELVILLE, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SNYDER WEALTH GROUP
MARK J SNYDER FINANCIAL SERVICES INC | SNYDER WEALTH GROUP | SNYDER MARK J FINANCIAL SERVICES INC | SNYDER CAPITAL MANAGEMENT
CRD#: 106425 / SEC#: 801-38888
RIA
Registered Investment Advisory firm - (5/9/1991 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(11/27/2018)
RR
Connecticut(11/19/2010)
RR
Florida(2/24/2015)
RR
Georgia(12/6/2013)
RR
Maryland(2/25/2014)
RR
New Jersey(4/26/2023)
RR
New York(11/19/2010)
IAR
New York(9/9/2021)
RR
North Carolina(1/10/2018)
RR
Pennsylvania(11/19/2010)
RR
South Carolina(12/13/2010)
RR
Virginia(10/23/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SW
SNYDER WEALTH GROUP
MARK J SNYDER FINANCIAL SERVICES INC | SNYDER WEALTH GROUP | SNYDER MARK J FINANCIAL SERVICES INC | SNYDER CAPITAL MANAGEMENT
CRD#: 106425 / SEC#: 801-38888
RIA
Registered Investment Advisory firm - (5/9/1991 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1733 N Ocean Ave Suite B, Medford, NY 11763
Mailing Address
Phone number
(631) 289-4224
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,712 |
| AUM (Assets Under Management) | $ 375,659,897 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SNYDER WEALTH GROUP
CRD#: 106425Medford, NY 11763TRUST BUT VERIFY
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