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DS

David B. Snyder

CITIZENS PRIVATE WEALTH
Los Angeles, CA 90025
CRD#: 1727351
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DS
David Brian SnyderCITIZENS PRIVATE WEALTH

Professional summary

David Brian Snyder is a registered financial advisor currently at CITIZENS PRIVATE WEALTH located in Los Angeles, California and CITIZENS SECURITIES, INC. located in Los Angeles, California.

David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. David has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 3 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Brian Snyder'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®
None

Experience

Current

June 17, 2026 - Present

CITIZENS PRIVATE WEALTH

Office #1: 11755 Wilshire Blvd Ste 2300, Los Angeles, CA 90025
RIA
CRD#: 106743
Los Angeles, CA
Current

June 17, 2026 - Present

CITIZENS SECURITIES, INC.

Office #1: 11755 Wilshire Blvd, Los Angeles, CA 90025
RIA
BD
CRD#: 39550
LOS ANGELES, CA
Current

June 17, 2026 - Present

CITIZENS SECURITIES, INC.

Office #1: 11755 Wilshire Blvd, Los Angeles, CA 90025
RIA
BD
CRD#: 39550
LOS ANGELES, CA
Past

June 1, 2009 - June 18, 2026

MORGAN STANLEY

RIA
CRD#: 149777
Santa Monica, CA
Past

June 1, 2009 - June 18, 2026

MORGAN STANLEY

BD
CRD#: 149777
Santa Monica, CA
Past

June 1, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
SANTA MONICA, CA
Past

June 1, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
SANTA MONICA, CA
Past

May 28, 2002 - June 12, 2007

RBC CAPITAL MARKETS, LLC

RIA
CRD#: 31194
BEVERLY HILLS, CA
Past

March 9, 2002 - June 12, 2007

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
BEVERLY HILLS, CA
Past

August 6, 2001 - March 9, 2002

SUTRO & CO. INCORPORATED

BD
CRD#: 801
SAN FRANCISCO, CA
Past

February 2, 1996 - August 3, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

January 10, 1994 - January 4, 1996

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

July 31, 1993 - January 14, 1994

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

February 15, 1988 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

September 22, 1987 - February 15, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

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".
CP
CITIZENS PRIVATE WEALTH
CITIZENS PRIVATE CLIENT | ESTATE PRESERVATION SERVICES, LLC | CLARFELD FINANCIAL ADVISORS, LLC | CLARFELD FINANCIAL ADVISORS INC | CLARFELD | CITIZENS PRIVATE WEALTH

CRD#: 106743 / SEC#: 801-40835

RIA
Registered Investment Advisory firm - (2/20/1992 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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(6/17/2026)
IAR
Arizona
(6/25/2026)
RR
California
(6/17/2026)
IAR
California
(6/17/2026)
RR
Colorado
(6/17/2026)
IAR
Colorado
(6/18/2026)
RR
Connecticut
(6/17/2026)
IAR
Connecticut
(6/18/2026)
IAR
Delaware
(6/17/2026)
RR
Delaware
(6/22/2026)
RR
Florida
(6/17/2026)
IAR
Florida
(6/18/2026)
RR
Georgia
(6/17/2026)
IAR
Georgia
(6/22/2026)
RR
Hawaii
(6/18/2026)
IAR
Hawaii
(6/18/2026)
RR
Illinois
(6/23/2026)
IAR
Illinois
(6/23/2026)
RR
Kansas
(6/17/2026)
IAR
Kansas
(6/17/2026)
RR
Louisiana
(6/17/2026)
IAR
Louisiana
(6/17/2026)
RR
Maryland
(6/17/2026)
RR
Massachusetts
(6/18/2026)
IAR
Minnesota
(6/17/2026)
RR
Minnesota
(6/22/2026)
RR
Nevada
(6/17/2026)
IAR
Nevada
(6/17/2026)
RR
New Jersey
(6/17/2026)
IAR
New Jersey
(6/17/2026)
RR
New York
(6/17/2026)
IAR
New York
(6/18/2026)
RR
North Carolina
(6/17/2026)
IAR
North Carolina
(6/18/2026)
RR
Oklahoma
(6/17/2026)
IAR
Oklahoma
(6/22/2026)
RR
Oregon
(6/17/2026)
RR
Pennsylvania
(6/17/2026)
IAR
Pennsylvania
(6/22/2026)
RR
Tennessee
(6/17/2026)
RR
Texas
(6/17/2026)
IAR
Texas
(6/17/2026)
RR
Utah
(6/17/2026)
RR
Vermont
(6/17/2026)
IAR
Vermont
(6/17/2026)
RR
Virginia
(6/17/2026)
IAR
Virginia
(6/22/2026)
RR
Washington
(6/22/2026)
RR
Wyoming
(6/17/2026)
IAR
Wyoming
(6/19/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/24/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/23/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 10/5/1987
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 9/19/1987
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CP
CITIZENS PRIVATE WEALTH
CITIZENS PRIVATE CLIENT | ESTATE PRESERVATION SERVICES, LLC | CLARFELD FINANCIAL ADVISORS, LLC | CLARFELD FINANCIAL ADVISORS INC | CLARFELD | CITIZENS PRIVATE WEALTH

CRD#: 106743 / SEC#: 801-40835

RIA
Registered Investment Advisory firm - (2/20/1992 Approved)
Loading...

Contact information

Main Address
520 White Plains Road 3rd Floor, Tarrytown, NY 10591
Mailing Address
Phone number
(914) 846-0100
Established
Firm type
Fiscal year end
# of Employees
200

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART II A (3/31/2025)

Regulatory assets under management

Total Number of Accounts7,846
AUM (Assets Under Management)$ 12,182,945,000

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/28/2025
Cover Page
Report
07/28/2023
Cover Page
Report
10/28/2022
Cover Page
Report

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.

Company Information

CITIZENS PRIVATE WEALTH

CRD#: 106743Los Angeles, CA 90025

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