MS
Monte L. Snider
SNIDER FINANCIAL GROUP
BELLEVUE, WA 98005
Some features on this profile are disabled
CRD#: 2244934
MS
Professional summary
Monte Lee Snider, ChFC®, CLU® is a registered financial advisor currently at SNIDER FINANCIAL GROUP located in Bellevue, Washington.
Monte is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Monte has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 53 and Series 24 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.
1. 02/18/2009 - NON-VARIABLE INSURANCE - LIFE, DISABILITY, HEALTH AND LTC. - INVESTMENT RELATED - 5% OF TIME SPENT. - BELLEVUE, WA. 2. 1/6/2012: REAL ESTATE RENTAL - 12505 BEL-RED ROAD LLC - COMMERCIAL OFFICE BUILDING - INVESTMENT RELATED - TIME SPENT 5% - BELLEVUE, WA. 3. 2/19/2014: OTHER-RENTAL INCOME - SNIDER RETIREMENT STRATEGIES - ROBERT KEMPER CPA LEASES SPACE FROM SNIDER RETIREMENT STRATEGIES. - TIME SPENT 1% - BELLEVUE, WA. 4. 10/2/2014: REAL ESTATE RENTAL - FLEXTRON, LLC - STARTED 03/01/2006 - INVESTMENT RELATED - 1 HOUR PER MONTH/0 HOURS DURING TRADING - KETCHUM, ID & BELLEVUE, WA. 5. 05/16/2019 - Basin Pacific Insurance - Investment related - At reported business location(s) - Property and Casualty - start date:06/01/2019 - 2 hrs/mo - 2 hrs during trading. 6. 05/16/2019 - Long Term Care Associates - Investment related - 11900 NE 1st ST Suite 115, Bellevue, WA 98005-3030 - Non-Variable Insurance - start date:04/24/2019 - 1 hr/mo - 1 hr during trading. 7. 05/16/2019 - Achieve Alpha Insurance - Investment related - At reported business location(s) - Non-Variable Insurance - start date:04/24/2019 - 1 hr/mo - 1 hr during trading. 8. 4/27/2021 - FinTax Partners LLC - Not Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - CEO/Owner - Started 03/19/2021 - 5 Hours Per Month/0 Hours During Securities Trading - Oversee operations - tax prep.
CRS (Client Relationship Summary) - RIA
Click below to view Monte Lee Snider's 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®
Experience
Current
January 3, 2023 - Present
SNIDER FINANCIAL GROUP
Office #1: 12505 Bel-red Rd Suite 200, Bellevue, WA 98005RIA
CRD#: 117392
BELLEVUE, WA
Past
February 18, 2009 - June 30, 2021
LPL FINANCIAL LLC
BD
CRD#: 6413
BELLEVUE, WA
Past
December 6, 2005 - February 19, 2009
OSAIC SERVICES, INC.
RIA
CRD#: 133763
BELLEVUE, WA
Past
October 31, 2005 - February 19, 2009
OSAIC SERVICES, INC.
BD
CRD#: 133763
BELLEVUE, WA
Past
July 30, 2001 - December 31, 2022
SNIDER FINANCIAL GROUP
RIA
CRD#: 117392
BELLEVUE, WA
Past
February 10, 2000 - October 31, 2005
SUNAMERICA SECURITIES, INC.
BD
CRD#: 20068
PHOENIX, AZ
Past
July 13, 1992 - February 22, 2000
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
July 13, 1992 - February 22, 2000
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, 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".
SF
SNIDER FINANCIAL GROUP
SNIDER FINANCIAL GROUP | SNIDER RETIREMENT STRATEGIES, INC. | SNIDER RETIREMENT STRATEGIES
CRD#: 117392 / SEC#: 801-69025
RIA
Registered Investment Advisory firm - (4/14/2008 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.Highlighted states indicate IAR registrations
IAR
Texas(1/3/2023)
IAR
Washington(1/3/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
SF
SNIDER FINANCIAL GROUP
SNIDER FINANCIAL GROUP | SNIDER RETIREMENT STRATEGIES, INC. | SNIDER RETIREMENT STRATEGIES
CRD#: 117392 / SEC#: 801-69025
RIA
Registered Investment Advisory firm - (4/14/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
12505 Bel-red Road Suite 200, Bellevue, WA 98005
Mailing Address
Phone number
(425) 453-7080
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,396 |
| AUM (Assets Under Management) | $ 500,674,906 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
