Jerold M. Sniderman

SOUTHBRIDGE ADVISORS

Marieta, GA 30068

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CRD#: 1170018

Professional summary

Jerold Martin Sniderman, AIF®, who also goes by Jerry Sniderman, is a registered financial advisor currently at SOUTHBRIDGE ADVISORS, LLC located in Marieta, Georgia.

Jerold is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jerold has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jerry Sniderman

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-COLUMN GATE HOMEOWNER'S ASSOCIATION; NON-INVESTMENT RELATED; GATESIDE CTS. MARIETTA, GA 30067; NON-PROFIT HOA; PRESIDENT; 2005; 1 HR/MONTH; NONE/DAY; NO COMPENSATION; PRESIDENT OF 29 HOME HOA-NON-PROFIT 2-SNIDERMAN WEALTH MANAGEMENT; INVESTMENT RELATED; 4045 ORCHARD RD. SE. SUITE 220, SMYRNA GA 30080; MULTIPLE CARRIERS/ INSURANCE SALES/ADVISORY SERVICES; PRESIDENT; APRIL 2009; 160 YRS/MONTH; 7 HRS/DAY; COMPENSATION-COMMISSIONS; ASSIST CLIENTS WITH LIFE, DISABILITY, VARIABLE PRODUCTS, LTC INSURANCE AS NEEDED., FINANCIAL SERVICES FOR INDIVIDUALS AND BUSINESSES. 3-THE SNIDERMAN GROUP LLC; NON-INVESTMENT RELATED; 75 GATESIDE PLACE, MARIETTA, GA 30067; MARKETING/SALES CONSULTING; PRESIDENT; MARCH 2003; 8 HRS/MONTH; 0 HRS/DAY; COMPENSATION-HOURLY OR SALES BASED; ASSIST CLIENTS WITH MARKETING OR SALES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerold Martin Sniderman's CRS (Customer Relationship Summary).

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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

December 13, 2019 - Present

SOUTHBRIDGE ADVISORS, LLC

Office #1: 533 Johnson Ferry Road Suite 200, Marieta, GA 30068

RIA

CRD#: 306075

Marieta, GA

Past

September 17, 2013 - March 26, 2020

SOUTHBRIDGE

RIA

CRD#: 119040

MARRIETTA, GA

Past

August 10, 2009 - February 6, 2013

SOUTHBRIDGE

RIA

CRD#: 119040

SMYRNA, GA

Past

April 30, 2009 - February 13, 2018

TRIAD ADVISORS LLC

CRD#: 25803

SMYRNA, GA

Past

March 19, 2004 - May 13, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

ATLANTA, GA

Past

March 12, 2004 - May 13, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

ATLANTA, GA

Past

February 23, 2001 - October 2, 2002

ABN AMRO INCORPORATED

CRD#: 15776

STAMFORD, CT

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".

SOUTHBRIDGE ADVISORS, LLC

SNIDERMAN WEALTH MANAGEMENT LLC | SOUTHBRIDGE ADVISORS, LLC

CRD#: 306075 / SEC#: 801-117769

RIA

Registered Investment Advisory firm - (12/12/2019 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.

Highlighted states indicate IAR registrations

IAR

Georgia
(12/13/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/18/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 2/13/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/22/2001

General Securities Representative Examination

Current Firm

SOUTHBRIDGE ADVISORS, LLC

SNIDERMAN WEALTH MANAGEMENT LLC | SOUTHBRIDGE ADVISORS, LLC

CRD#: 306075 / SEC#: 801-117769

RIA

Registered Investment Advisory firm - (12/12/2019 Approved)

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Contact information

Main Address

533 Johnson Ferry Road Suite 200, Marieta, GA 30068

Mailing Address

Phone number

(866) 797-8693

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 - WRAP FEE BROCHURE (3/30/2025)

FORM ADV PART 2A - FIRM BROCHURE (3/30/2025)

Regulatory assets under management

Total Number of Accounts	610
AUM (Assets Under Management)	$ 349,736,637

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jerold M. Sniderman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerold Martin Sniderman's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOUTHBRIDGE

SOUTHBRIDGE

TRIAD ADVISORS LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

ABN AMRO INCORPORATED

Primary Firm SEC Registration

SOUTHBRIDGE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/18/2004

SIE

Date: 2/13/2018

Series 7

Date: 2/22/2001

Current Firm

SOUTHBRIDGE ADVISORS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SOUTHBRIDGE ADVISORS, LLC

TRUST BUT VERIFY

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