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Gordon Mansfield Snyder

CRD# 1469210·Registered 2005 - 2022
Previously Registered: Being a previously registered professional could mean that Gordon is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Gordon Mansfield Snyder was a registered financial advisor. Gordon was a previously registered financial professional and started their career in finance 2005 - 2022. Gordon had worked at 1 firm and has passed the Series 65 exam.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

21 years in the financial services industry

Current & Past Employments

NEWSOURCE ADVISORY, LLC·CRD# 135912
RIA
Keene, NH
July 11, 2005 - December 22, 2022

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Current Firm

NA
NEWSOURCE ADVISORY, LLC

NEWSOURCE ADVISORY, LLC

CRD#: 135912 / SEC#: 801-64418

Contact Information

Main Address

28 Middle Street Suite 100, Keene, NH 03431

Phone Number

(603) 357-9311

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

22

AUM (Assets Under Management)

$68,095,354

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Gordon M. Snyder is licensed to practice law in the Commonwealth of Massachusetts. He performs various services, such as trustee, executor and consulting work. Although not his principal business, Mr. Snyder may dedicate a portion of his time in this capacity. From time to time, he will offer clients advice or services from those activities. NewSource always acts in the best interest of the client. Clients are in no way required to use any other service through any representative of NewSource. Gordon M. Snyder also serves as Administrative Agent for a group of note-holders.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2005About the Series 65 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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