David R. Snyder

JOURNEY 1 ADVISORS

Media, PA 19063

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CRD#: 1497535

Professional summary

David Richard Snyder is a registered financial advisor currently at JOURNEY 1 ADVISORS, LLC located in Media, Pennsylvania.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. David 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.

Fixed insurance producer registered with the Pennsylvania Department of Insurance; investment-related business; approximately 1 hour per week devoted to insurance business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Richard Snyder'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

October 3, 2023 - Present

JOURNEY 1 ADVISORS, LLC

Office #1: 1400 N. Providence Rd. Suite 411, Media, PA 19063

RIA

CRD#: 323480

Media, PA

Past

January 6, 2009 - August 11, 2023

OPPENHEIMER & CO. INC.

RIA

CRD#: 249

PHILADELPHIA, PA

Past

January 6, 2009 - August 11, 2023

OPPENHEIMER & CO. INC.

CRD#: 249

PHILADELPHIA, PA

Past

March 31, 2006 - January 14, 2009

JANNEY MONTGOMERY SCOTT LLC

RIA

CRD#: 463

MEDIA, PA

Past

August 19, 2005 - January 14, 2009

JANNEY MONTGOMERY SCOTT LLC

CRD#: 463

MEDIA, PA

Past

September 6, 2000 - August 29, 2005

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

January 2, 1992 - September 21, 2000

OPPENHEIMER & CO. INC.

CRD#: 249

NEW YORK, NY

Past

May 1, 1989 - December 31, 1991

W.H. NEWBOLD'S SON & CO., INC.

CRD#: 7575

Past

May 22, 1986 - May 1, 1989

HOPPER SOLIDAY & CO., INC.

CRD#: 409

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

Pennsylvania
(10/3/2023)

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 65

Date: 10/23/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/29/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/17/1986

General Securities Representative Examination

Current Firm

JOURNEY 1 ADVISORS, LLC

CRD#: 323480 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (10/3/2023 Approved)

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Contact information

Main Address

1400 N. Providence Rd. Suite 411, Media, PA 19063

Mailing Address

Phone number

(610) 751-2077

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	35
AUM (Assets Under Management)	$ 38,800,000

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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Advisor Monitoring

Firm Stability Insights

David R. Snyder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Richard Snyder's CRS (Customer Relationship Summary).

Certified licenses

Experience

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

JANNEY MONTGOMERY SCOTT LLC

JANNEY MONTGOMERY SCOTT LLC

MORGAN STANLEY DW INC.

OPPENHEIMER & CO. INC.

W.H. NEWBOLD'S SON & CO., INC.

HOPPER SOLIDAY & CO., INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/23/1997

Series 63

Date: 5/29/1986

SIE

Date: 10/1/2018

Series 7

Date: 5/17/1986

Current Firm

JOURNEY 1 ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JOURNEY 1 ADVISORS, LLC

TRUST BUT VERIFY

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