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Ted Delaney Snow

Ted Delaney Snow

CFP®
KESTRA ADVISORY SERVICES
Dallas, TX
·CRD# 1650430·39 years experience

Professional Summary

Ted Delaney Snow, CFP®, who also goes by Ted D Snow, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Dallas, Texas and KESTRA INVESTMENT SERVICES, LLC located in Dallas, Texas. Ted is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Ted has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ted D Snow

Blog Corner

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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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Credentials

CFP®
Certified Financial PlannerSince 1997

Years of Experience

39 years in the financial services industry

Current & Past Employments

KESTRA ADVISORY SERVICES, LLC·CRD# 283330
RIA
12404 Park Central Drive Suite 125-s, Dallas, TX 75251
April 21, 2016 - Present
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
12404 Park Central Drive Suite 125-s, Dallas, TX 75251
January 3, 2006 - Present
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
RIA
Addison, TX
February 16, 2006 - September 22, 2016
OSAIC FA, INC.·CRD# 3978
RIA
Dallas, TX
September 17, 1999 - January 3, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY·CRD# 2580
BD
Fort Wayne, IN
September 17, 1999 - January 3, 2006
OSAIC FA, INC.·CRD# 3978
BD
Fort Wayne, IN
September 17, 1999 - January 3, 2006
PRINCIPAL SECURITIES, INC.·CRD# 1137
BD
Des Moines, IA
July 30, 1997 - September 1, 1999
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Smithfield, RI
May 22, 1987 - July 30, 1997

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Current Firm

KA
KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - SEC (12/31/1998 Approved)

Contact Information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Phone Number

(844) 553-7872

# of Employees

1,359

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (9/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

192,439

AUM (Assets Under Management)

$79,798,091,767

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/01/2025Cover PageReport
12/23/2024Cover PageReport
10/20/2023Cover PageReport

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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.

Name: SNOW EDUCATIONAL RESOURCES ASSOCIATES, LLC POSITION: co-owner NATURE: To provide biblically based learning material to international friends all around the world. INVESTMENT RELATED: No #OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 01/01/2011 ADDRESS: 13500 Noel Road Apt 250, Dallas TX 75240 DESCRIPTION: Help international people build their conversational English skills while reading the bible. By donating to the Allegro portal, donors get a tax deduction. We would like to invite clients of Snow Financial Group, LLC (Kestra is the broker/dealer) to partner with us Name: SNOW FINANCIAL GROUP, LLC POSITION: Owner NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 105 START DATE: 04/15/2012 ADDRESS: 12404 Park Central Drive, Suite 125-S, Dallas TX 75251 DESCRIPTION: I act as the Certified Financial Planner professional managing assets, planning for retirement, estates, insurance, business, other general financial planning advice. provide retirement education classes. Name: KESTRA ADVISORY SERVICES, LLC POSITION: Investment Advisor Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 04/04/2016 ADDRESS: 5707 Southwest Parkway Building 2, Suite 400, Austin TX 78735 DESCRIPTION: Investment advisory services Name: TED D. SNOW POSITION: Author NATURE: Author INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 02/09/2018 ADDRESS: 12404 Park Central Drive, Suite 125-S, Dallas TX 75251 DESCRIPTION: Author Name: TED D. SNOW POSITION: Independent contractor and sales rep NATURE: Legal/Attorney/Trustee/Executor INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 05/01/2013 ADDRESS: 12404 Park Central Drive, Suite 125-S, Dallas TX 75251 DESCRIPTION: I talk to people and business owners in the course of my everyday advisory business as to the merits of having legal counsel at their finger tips. Name: Ted Snow Invest Rel: N Addr: 3939 Beltline Rd., Ste 310-A Addison TX 75001 NOB: Other Other/None of the Above I will be providing opinions to questions of people that have hired a marketing firm to help them in research of a product or service. Similar to being in a focus group. No client or business related info will be exchanged just opinions on topics like industry software or social media sites or marketing material related to my professional industry for a nominal fee of between $150-$200/hour Position, Title or Relationship: See 2.66 above Start Date: 4/20/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: See 2.66 above Name: TED SNOW POSITION: See 2.66 above NATURE: offering opinions to research marketing companies INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 04/20/2020 ADDRESS: 12404 Park Central Drive, Suite 125-S, Dallas TX 75251 DESCRIPTION: See 2.66 above Name: INSURACTIVE POSITION: Referrer NATURE: Referrer INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/13/2025 ADDRESS: 12404 Park Central Drive, Suite 125-S, Dallas TX 75251, United States DESCRIPTION: I would be referring Medicare aged clients to Insuractive to provide Medicare supplement plans and Medicare advantage plans to clients and advise them what would be best for my clients. This is not an area I'm competent in so I want to out source the service to professionals that do this everyday. I would receive a flat referral fee each time someone placed business through Insuractive.

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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".
KA
KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - SEC (12/31/1998 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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alaska
(3/15/2017)
RR
California
(8/2/2019)
RR
Colorado
(1/3/2006)
RR
Connecticut
(2/10/2015)
RR
Georgia
(1/4/2012)
RR
Indiana
(1/5/2022)
RR
Iowa
(1/3/2007)
RR
Kansas
(1/21/2025)
RR
Maine
(7/18/2022)
RR
Maryland
(10/27/2020)
RR
Massachusetts
(3/21/2024)
RR
Ohio
(7/16/2022)
RR
Oklahoma
(1/5/2022)
RR
Texas
(1/3/2006)
IAR
Texas
(4/21/2016)
RR
Virginia
(10/20/2010)

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.Note:This rule does not apply to broker-dealer activity.

Exams

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

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 1987About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 1987About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed May 1987About the Series 6 exam

Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)

Passed Oct 1996
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Ted Delaney Snow's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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Ted Delaney Snow
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