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Edwin David Snyder Jr

CRD# 2148579·Registered 1993 - 2018
Previously Registered: Being a previously registered professional could mean that Edwin is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Edwin David Snyder JR, who also goes by Ed Snyder, Edwin Snyder, was a registered financial advisor. Edwin was a previously registered financial professional and started their career in finance 1993 - 2018. Edwin had worked at 7 firms and has passed the Series 63, SIE, Series 87, Series 7 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ed Snyder, Edwin Snyder

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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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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Years of Experience

28 years in the financial services industry

Current & Past Employments

NORTHCOAST RESEARCH PARTNERS, LLC·CRD# 149109
BD
Cleveland, OH
February 1, 2010 - August 22, 2018
AMERICA NORTHCOAST SECURITIES, INC.·CRD# 16076
BD
Cleveland, OH
May 7, 2009 - June 4, 2017
FTN EQUITY CAPITAL MARKETS CORP.·CRD# 119625
BD
Cleveland, OH
October 21, 2002 - April 15, 2009
FHN FINANCIAL SECURITIES CORP.·CRD# 46346
BD
Memphis, TN
January 2, 2001 - October 21, 2002
FIFTH THIRD/MAXUS SECURITIES INC·CRD# 6790
BD
Cleveland, OH
August 4, 2000 - January 2, 2001
COMMONWEALTH ASSOCIATES·CRD# 20833
BD
New York, NY
April 5, 1994 - May 12, 1995
AMERIPRISE ADVISOR SERVICES, INC.·CRD# 5979
BD
Detroit, MI
June 8, 1993 - May 23, 1994

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Current Firm

NR
NORTHCOAST RESEARCH PARTNERS, LLC

CONTINUUM RESEARCH PARTNERS, LLC | NORTHCOAST RESEARCH PARTNERS, LLC

CRD#: 149109 / SEC#: 8-68115
Ohio
Registered Investment Advisory firm - SEC (6/23/2023 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

1301 East Ninth Street 15th Floor, Cleveland, OH 44114

Mailing Address

1301 East Ninth Street 15th Floor, Cleveland, OH 44114

Phone Number

(216) 468-6950

Established

Ohio since 10/29/2008

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

# of Employees

27

FINRA licenses (21 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
NORTHCOAST RESEARCH HOLDINGS, LLCSOLE MEMBER / PARENT—
MEHTA, KARTIKMANAGING OFFICER3034087
RAFFA, SALVATORE ANTONINOCHIEF FINANCIAL OFFICER3213782
RIZZO, MARTIN PAULPRESIDENT AND CCO1520499

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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

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

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 Jul 2000About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Aug 2018About the SIE exam

Series 87 — Research Analyst Exam - Part II Regulations Module

Passed Dec 2004About the Series 87 exam

Series 7 — General Securities Representative Examination

Passed Aug 2000About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Sep 2009About the Series 24 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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