Scott J. Snyder

ACADIA LEGACY GROUP

Clive, IA 50325

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CRD#: 1812094

Professional summary

Scott James Snyder, CFP®, CIMA® is a registered financial advisor currently at ACADIA LEGACY GROUP located in Clive, Iowa.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Scott has worked at 5 firms and has passed the Series 63 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 Scott James 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®

CFP^®

Certified Financial Planner

Start date: 1991

CIMA^®

Certified Investment Management Analyst

Experience

Current

December 5, 2017 - Present

ACADIA LEGACY GROUP

Office #1: 1820 Nw 118th Street Ste 110, Clive, IA 50325

RIA

CRD#: 291481

Clive, IA

Past

August 13, 2013 - December 8, 2017

FOSTER GROUP, INC.

RIA

CRD#: 107148

WEST DES MOINES, IA

Past

October 26, 2011 - September 9, 2013

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

DES MOINES, IA

Past

October 19, 2011 - September 9, 2013

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

DES MOINES, IA

Past

April 17, 1991 - December 18, 1991

FSC SECURITIES CORPORATION

CRD#: 7461

Past

July 18, 1989 - April 29, 1991

ALEXANDRA ARMSTRONG ASSOCIATES, INC.

CRD#: 13232

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".

ACADIA LEGACY GROUP

ACADIA LEGACY GROUP | ACADIA LEGACY GROUP, LLC

CRD#: 291481 / SEC#: 801-123713

RIA

Registered Investment Advisory firm - (4/15/2022 Approved)

Iowa

Registered Investment Advisory firm - (4/18/2022 Terminated)

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).

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

Iowa
(12/5/2017)

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: 10/24/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/18/2011

General Securities Representative Examination

Current Firm

ACADIA LEGACY GROUP

ACADIA LEGACY GROUP | ACADIA LEGACY GROUP, LLC

CRD#: 291481 / SEC#: 801-123713

RIA

Registered Investment Advisory firm - (4/15/2022 Approved)

Iowa

Registered Investment Advisory firm - (4/18/2022 Terminated)

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Contact information

Main Address

1820 Nw 118th Street Ste 110, Clive, IA 50325

Mailing Address

Phone number

(515) 212-2112

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 AND 2B 020525 (2/5/2025)

Regulatory assets under management

Total Number of Accounts	123
AUM (Assets Under Management)	$ 116,644,597

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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Scott J. Snyder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott James Snyder's CRS (Customer Relationship Summary).

Certified licenses

Experience

ACADIA LEGACY GROUP

FOSTER GROUP, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

FSC SECURITIES CORPORATION

ALEXANDRA ARMSTRONG ASSOCIATES, INC.

Primary Firm SEC Registration

ACADIA LEGACY GROUP

State Registrations and Notice Filings

Exams

Series 63

Date: 10/24/2011

Series 7

Date: 10/18/2011

Current Firm

ACADIA LEGACY GROUP

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACADIA LEGACY GROUP

TRUST BUT VERIFY

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