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BS

Barry S. Snyder

GRANT WILLIAMS L.P.
Philadelphia, PA 19103
Some features on this profile are disabled
CRD#: 2385901
BS

Professional summary

Barry Steven Snyder is a registered financial professional currently at GRANT WILLIAMS L.P. located in Philadelphia, Pennsylvania.

Barry is registered as a RR (Registered Representative) and started their career in finance in 1993. Barry has worked at 8 firms and has passed the Series 65, Series 63, Series 66, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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) - BD

Click below to view Barry Steven Snyder'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

October 26, 2021 - Present

GRANT WILLIAMS L.P.

Office #1: 1650 Market Street 53rd Floor, Philadelphia, PA 19103
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.

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
California
(11/22/2021)
RR
District of Columbia
(10/6/2022)
RR
Florida
(10/27/2021)
RR
Maryland
(10/4/2022)
RR
Massachusetts
(1/3/2023)
RR
Nevada
(8/22/2022)
RR
New York
(10/30/2021)
RR
Pennsylvania
(4/4/2022)
RR
Virginia
(5/23/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/11/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/28/2018
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 4/1/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 9/2/1993
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 8/25/1993
General Securities Representative Examination
SRO Registrations
RR
FINRA

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)

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

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#: 45961Philadelphia, PA 19103

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