Lee H. Snider

CARDINAL CAPITAL MANAGEMENT

Muncie, IN 47305

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CRD#: 1360198

Professional summary

Lee Howard Snider, who also goes by Lee H Snider, is a registered financial advisor currently at CARDINAL CAPITAL MANAGEMENT, LLC located in Muncie, Indiana.

Lee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Lee has worked at 2 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lee H Snider

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. 05/26/10 - DBA ONLY, SNIDER INVESTMENT SERVICES, INC., IN.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lee Howard Snider'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®

None

Experience

Current

December 4, 2012 - Present

CARDINAL CAPITAL MANAGEMENT, LLC

Office #1: 330 East Main Street, Muncie, IN 47305

RIA

CRD#: 135677

Muncie, IN

Past

December 3, 1998 - December 13, 2012

LPL FINANCIAL LLC

RIA

CRD#: 6413

MUNCIE, IN

Past

October 11, 1995 - December 13, 2012

LPL FINANCIAL LLC

CRD#: 6413

MUNCIE, IN

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

Indiana
(12/4/2012)

IAR

Ohio
(8/17/2022)

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

Series 63

Date: 10/12/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/10/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/28/2000

General Securities Principal Examination

Current Firm

CARDINAL CAPITAL MANAGEMENT, LLC

CRD#: 135677 / SEC#:

Florida

Registered Investment Advisory firm - (12/12/2024 Terminated)

Indiana

Registered Investment Advisory firm - (6/15/2005 Approved)

Louisiana

Registered Investment Advisory firm - (5/17/2024 Approved)

Ohio

Registered Investment Advisory firm - (8/17/2022 Approved)

Texas

Registered Investment Advisory firm - (10/18/2012 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

330 East Main Street, Muncie, IN 47305

Mailing Address

P.o. Box 1791, Muncie, IN 47308-1791

Phone number

(765) 289-8888

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	491
AUM (Assets Under Management)	$ 86,539,449

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.

Contact information

xxxxx@xxxx.xxx

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Lee H. Snider

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lee Howard Snider's CRS (Customer Relationship Summary).

Certified licenses

Experience

CARDINAL CAPITAL MANAGEMENT, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/12/1995

Series 7

Date: 10/10/1995

Series 24

Date: 12/28/2000

Current Firm

CARDINAL CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CARDINAL CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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