Curtis Lee Snyder Jr
Professional Summary
Curtis Lee Snyder JR is a registered financial advisor currently at UPHOLD SECURITIES INC. located in New York, New York. Curtis is registered as a RR (Registered Representative) and started their career in finance in 1988. Curtis has worked at 7 firms and has passed the Series 63, Series 99TO, SIE, Series 87, Series 7, Series 14, Series 8, Series 24 and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
37 years in the financial services industry
Current & Past Employments
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Current Firm
JNK SECURITIES CORP. | UPHOLD SECURITIES, INC. DBA JNK SECURITIES | UPHOLD SECURITIES INC.
Contact Information
Main Address
529 Fifth Avenue 9th Floor, New York, NY 10017Mailing Address
529 Fifth Avenue 9th, New York, NY 10017Phone Number
(203) 554-5542Established
New York since 05/07/1993Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| UPHOLD, INC. | PARENT | — |
| SNYDER, CURTIS LEE JR | PRESIDENT & COO/CFO/CCO | 1885111 |
Disclosures
Regulatory Event
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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.
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State Registrations and Notice Filings
(5/11/2026)
(4/27/2026)
(5/29/2026)
(5/27/2026)
(4/6/2026)
(4/6/2026)
(2/20/2026)
(4/14/2026)
(7/15/2026)
(10/2/2025)
(6/5/2026)
(7/13/2026)
(4/10/2026)
(4/6/2026)
(6/23/2026)
(4/13/2026)
(4/7/2026)
(4/13/2026)
(5/8/2026)
(5/27/2026)
(4/28/2026)
(4/6/2026)
(4/27/2026)
(5/5/2026)
(4/7/2026)
(6/10/2026)
(6/10/2026)
(5/8/2026)
(4/6/2026)
(6/17/2026)
(4/6/2026)
(7/2/2026)
(3/1/2012)
(4/6/2026)
(7/2/2026)
(4/24/2026)
(4/13/2026)
(4/27/2026)
(4/6/2026)
(4/20/2026)
(4/28/2026)
(5/28/2026)
(5/18/2026)
(4/6/2026)
(4/7/2026)
(5/13/2026)
(8/14/2026)
(4/6/2026)
(4/7/2026)
(4/15/2026)
(5/8/2026)
(5/28/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Aug 2005About the Series 87 examSeries 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Jun 1995SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Curtis Lee Snyder JR's CRS (Customer Relationship Summary).
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