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BS

Barry S. Snyder

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CRD#: 2385901
BS
Barry Steven Snyder

Professional summary


Being a previously registered professional could mean that this person 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.

Barry Steven Snyder was a registered financial professional .

Barry is a previously registered financial professional and started their career in finance in 1993. Barry had worked at 8 firms and has passed the Series 65, Series 63, Series 66, SIE, Series 3 and Series 7 exams.

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)


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

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


Past

October 26, 2021 - July 24, 2026

GRANT WILLIAMS L.P.

BD
CRD#: 45961
PHILADELPHIA, PA
Past

November 5, 2019 - September 1, 2020

SNOWDEN CAPITAL ADVISORS LLC

RIA
CRD#: 157299
Coral Gables, FL
Past

September 9, 2019 - September 1, 2020

SNOWDEN ACCOUNT SERVICES LLC

BD
CRD#: 149794
Coral Gables, FL
Past

August 17, 2018 - September 10, 2019

LAMPOST CAPITAL, L.C.

BD
CRD#: 43706
BOCA RATON, FL
Past

August 20, 2013 - May 1, 2015

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
PALM BEACH GARDENS, FL
Past

August 20, 2013 - May 1, 2015

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
PALM BEACH GARDENS, FL
Past

July 29, 2009 - August 28, 2013

CREDIT SUISSE SECURITIES (USA) LLC

RIA
CRD#: 816
WEST PALM BEACH, FL
Past

July 16, 2009 - August 28, 2013

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
WEST PALM BEACH, FL
Past

April 3, 2008 - August 5, 2009

DEUTSCHE BANK SECURITIES INC.

RIA
CRD#: 2525
PALM BEACH, FL
Past

July 3, 2003 - August 5, 2009

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
PALM BEACH, FL
Past

August 26, 1993 - July 25, 2003

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 2/11/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
State Security Law Exam
RR
IAR
Series 66
Date: 4/1/2008
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


GW
GRANT WILLIAMS L.P.
GRANT WILLIAMS L.P. | GWLP

CRD#: 45961 / SEC#: , 8-51249

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
1650 Market Street 53rd Floor, Philadelphia, PA 19103
Mailing Address
1650 Market Street 53rd Floor, Philadelphia, PA 19103
Phone number
(215) 432-7579
Established
Pennsylvania since 06/26/1998
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees
2

FINRA licenses (20 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
PORTFOLIO SOLUTIONS LLCSHAREHOLDER
GRANT, STEVEN TAYLORPRESIDENT, CEO, CCO, CFO826826
GRW, INC.GENERAL PARTNER

Disclosures


Regulatory Event2

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


GRANT WILLIAMS L.P.

CRD#: 45961

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