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FS

Fred D. Snitzer

PRUDENT MANAGEMENT ASSOCIATES
PHILADELPHIA, PA 19103
Some features on this profile are disabled
CRD#: 3076181
FS

Professional summary

Fred Daniel Snitzer is a registered financial advisor currently at PRUDENT MANAGEMENT ASSOCIATES located in Philadelphia, Pennsylvania.

Fred is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Fred has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Fred Daniel Snitzer'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 30, 2002 - Present

PRUDENT MANAGEMENT ASSOCIATES

Office #1: 1735 Market Street 38th Floor, Philadelphia, PA 19103
RIA
CRD#: 16691
PHILADELPHIA, PA

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".
PM
PRUDENT MANAGEMENT ASSOCIATES
PRUDENT MANAGEMENT ASSOCIATES

CRD#: 16691 / SEC#: 801-20018

RIA
Registered Investment Advisory firm - (11/4/1983 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
Pennsylvania
(10/30/2002)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/18/2002
Uniform Investment Adviser Law Examination

Current Firm

PM
PRUDENT MANAGEMENT ASSOCIATES
PRUDENT MANAGEMENT ASSOCIATES

CRD#: 16691 / SEC#: 801-20018

RIA
Registered Investment Advisory firm - (11/4/1983 Approved)
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Contact information

Main Address
2001 Market Street Suite 3910, Philadelphia, PA 19103
Mailing Address
Phone number
(215) 994-1062
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (7 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

PRUDENT MANAGEMENT ASSOCIATES - ADV PART 2 (3/27/2025)

Regulatory assets under management

Total Number of Accounts616
AUM (Assets Under Management)$ 1,137,447,848

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

PRUDENT MANAGEMENT ASSOCIATES

CRD#: 16691Philadelphia, PA 19103

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