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BP

Barry A. Phillips

SNYDER WEALTH GROUP
GREAT NECK, NY 11021
Some features on this profile are disabled
CRD#: 2050472
BP

Professional summary

Barry Alan Phillips, who also goes by Barry A Phillips, is a registered financial advisor currently at SNYDER WEALTH GROUP located in Great Neck, New York and OSAIC WEALTH, INC. located in Westtown, New York.

Barry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Barry has worked at 5 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Barry A Phillips

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 Barry Alan Phillips'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

November 18, 2021 - Present

SNYDER WEALTH GROUP

Office #1: 505 Northern Boulevard Suite 204, Great Neck, NY 11021
RIA
CRD#: 106425
GREAT NECK, NY
Current

June 11, 1999 - Present

OSAIC WEALTH, INC.

Office #1: 84 Bender Road, Westtown, NY 10998
RIA
BD
CRD#: 23131
Westtown, NY
Past

April 16, 2021 - December 31, 2021

LONG ISLAND FINANCIAL ADVISORS, INC.

RIA
CRD#: 123439
GREAT NECK, NY
Past

December 7, 1992 - May 1, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

December 7, 1992 - July 9, 1999

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA

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".
SW
SNYDER WEALTH GROUP
MARK J SNYDER FINANCIAL SERVICES INC | SNYDER WEALTH GROUP | SNYDER MARK J FINANCIAL SERVICES INC | SNYDER CAPITAL MANAGEMENT

CRD#: 106425 / SEC#: 801-38888

RIA
Registered Investment Advisory firm - (5/9/1991 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
Florida
(1/9/2002)
RR
Maryland
(7/26/1999)
RR
New York
(6/11/1999)
IAR
New York
(11/18/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 2/14/1992
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 6
Date: 12/2/1992
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

SW
SNYDER WEALTH GROUP
MARK J SNYDER FINANCIAL SERVICES INC | SNYDER WEALTH GROUP | SNYDER MARK J FINANCIAL SERVICES INC | SNYDER CAPITAL MANAGEMENT

CRD#: 106425 / SEC#: 801-38888

RIA
Registered Investment Advisory firm - (5/9/1991 Approved)
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Contact information

Main Address
1733 N Ocean Ave Suite B, Medford, NY 11763
Mailing Address
Phone number
(631) 289-4224
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts1,712
AUM (Assets Under Management)$ 375,659,897

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

SNYDER WEALTH GROUP

CRD#: 106425Great Neck, NY 11021

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