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Francis A Snyder

EXODUS WEALTH
SAN ANTONIO, TX
·CRD# 3177787·27 years experience

Professional Summary

Francis A Snyder, who also goes by Frank A Snyder, is a registered financial advisor currently at EXODUS WEALTH, LLC located in San Antonio, Texas and FORTUNE FINANCIAL SERIVCES, LLC located in San Antonio, Texas. Francis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Francis has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Frank A 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

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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

27 years in the financial services industry

Current & Past Employments

EXODUS WEALTH, LLC·CRD# 174328
RIA
San Antonio, TX
January 3, 2020 - Present
FORTUNE FINANCIAL SERIVCES, LLC·CRD# 42150
BD
San Antonio, TX
October 3, 2019 - Present
EXODUS WEALTH, LLC·CRD# 174328
RIA
San Antonio, TX
October 7, 2019 - December 31, 2019
CETERA WEALTH SERVICES, LLC·CRD# 13572
RIA
San Antonio, TX
November 1, 2017 - October 14, 2019
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
San Antonio, TX
November 1, 2017 - October 14, 2019
GIRARD SECURITIES, INC.·CRD# 18697
RIA
San Antonio, TX
November 18, 2013 - November 1, 2017
GIRARD SECURITIES, INC.·CRD# 18697
BD
Sulphur Springs, TX
November 18, 2013 - November 1, 2017
PRINCIPAL SECURITIES, INC.·CRD# 1137
RIA
Houston, TX
June 23, 2010 - December 5, 2013
PRINCIPAL SECURITIES, INC.·CRD# 1137
BD
Houston, TX
June 16, 2010 - December 5, 2013
TRANSAMERICA FINANCIAL ADVISORS, LLC·CRD# 16164
RIA
Missouri City, TX
June 6, 2006 - June 22, 2010
TRANSAMERICA FINANCIAL ADVISORS, LLC·CRD# 16164
BD
Missouri City, TX
October 7, 2005 - June 22, 2010
ALLSTATE FINANCIAL SERVICES, LLC·CRD# 18272
BD
Lincoln, NE
September 15, 2004 - October 5, 2005
MONEY CONCEPTS CAPITAL CORP·CRD# 12963
BD
Palm Beach Gardens, FL
January 15, 2003 - September 8, 2004
AMERICAN UNITED LIFE INSURANCE COMPANY·CRD# 1075
BD
Indianapolis, IN
August 2, 2001 - December 17, 2001
ONEAMERICA SECURITIES, INC.·CRD# 4173
BD
Indianapolis, IN
August 2, 2001 - January 7, 2003
AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869
BD
Lincoln, NE
June 18, 1999 - August 10, 2001
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
El Segundo, CA
May 21, 1999 - June 16, 1999

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Current Firm

EW
EXODUS WEALTH, LLC

21ST CENTURY WEALTH & INSURANCE SERVICES | WURZ FINANCIAL SERVICES | WISE WEALTH ASSET MANAGEMENT | TIMES FINANCIAL PLANNERS | THE ONE HOUR TAX MANAGER | THE O'BRIEN GROUP | SYMMETRY WEALTH MANAGEMENT | STEWART FINANCIAL SERVICES | SNYDER WEALTH ADVISORS, LLC | SINCLAIR FINANCIAL SOLUTIONS | SINCLAIR FINANCIAL SERVICES | RETIREMENT SOLUTIONS | RETIREMENT INCOME ADVISORS, LLC | PULLEY INSURANCE & FINANCIAL SERVICES | PROSPERITY WEALTH MANAGEMENT, INC. | PROSPERITY WEALTH MANAGEMENT | PIVOTAL FINANCIAL | MILLER FINANCIAL GROUP | MEO WEALTH MANAGEMENT | MCMILLION FINANCIAL GROUP LLC | MC2 WEALTH PLANNING, LLC | MARK YOUNG AND ASSOCIATES | MARK YOUNG & ASSOCIATES | LIND FINANCIAL SERVICES | LIFE-WORK PLANNING CORPORATION | LIFE GOALS FINANCIAL | JOELLE GROUP | INTERSTATE FINANCIAL SERVICES, INC. | INTEGRITY FINANCIAL | HUB INT'L | HIGHLAND CAPITAL FINANCIAL CONSULTING LLC | HECKER ADVISORY GROUP, INC. | GRUCCI AND ASSOCIATES, INC. | GRUCCI & ASSOCIATES | GOLDEN TRIANGLE FINANCIAL SERVICES | FORTUNE FINANCIAL SERVICES | FLORES FINANCIAL | FINANCIAL VISIONS GROUP | FINANCIAL VISION GROUP | EZZY FINANCIAL SERVICES, LLC | EXODUS WEALTH, LLC | ETHEREDGE INSURANCE, LLC | DIVERSIFIED WEALTH MANAGEMENT, INC. | DIGNITY TAX SERVICES | CHANGING TIMES FINANCIAL PLANNERS | CAPITAL COMPANIES | C.M. CARRILLO FINANCIAL ADVISING | BUCKEYE TAX AND FINANCIAL SERVICES, INC. | BUCKET LIST PLANNING | ADVANCED FINANCIAL PARTNERS | ABRAMOVITZ WEALTH MANAGEMENT | 417 INSURANCE & INVESTMENTS

CRD#: 174328 / SEC#: 801-101485
RIA
Registered Investment Advisory firm - SEC (7/14/2015 Approved)
California
Registered Investment Advisory firm - California (8/14/2015 Terminated)
Georgia
Registered Investment Advisory firm - Georgia (7/27/2015 Terminated)
Illinois
Registered Investment Advisory firm - Illinois (7/14/2015 Terminated)
Minnesota
Registered Investment Advisory firm - Minnesota (7/15/2015 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (7/15/2015 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (7/16/2015 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308

Phone Number

(925) 791-4444

# of Employees

53

SEC notice filing (33 States and Territories)

Registered to provide investment advisory services in 33 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV 2A - FIRM BROCHURE (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

3,055

AUM (Assets Under Management)

$483,606,925

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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) ROBIN CREEK (R.C.)IS A SOLE PROPRIETORSHIP & IS 100% OWNED BY FRANCIS SNYDER. IT IS NOT INVESTMENT RELATED. LESS THAN 10% OF MY TIME IS DEVOTED TO R.C. BUSINESS DURING SECURITIES TRADING HOURS. R.C. CONSULTS FOR FEES WITH SMALL, PRIVATELY-OWNED BUSINESS & OWNERS IN THE AREAS OF EXIT/SUCCESSION STRATEGIES; EXECUTIVE BENEFIT PLAN DESIGN; INFORMAL BUSINESS AND KEY PERSON VALUATION; ASSISTANCE IN RESTRUCTURING OR STRUCTURING BUSINESS LOANS; SELECTION AND OR RECOMMENDATIONS OF NON-QUALIFIED RETIREMENT PLANS; DEVELOPMENT OF BUSINESS AND MARKETING PLANS; LEGACY PLANNING, CHARITABLE GIVING, AND OTHER PLANNING CONSIDERATIONS. __2) Snyder Wealth Advisors LLC is the business name Frank Snyder operates under for securities sales, investment advisory services, and variable insurance sales (variable annuities and variable life). SWA is investment related. 80% of his time is devoted to SWA during securities trading hours. Dates of operation: 06/2010 to present. Address: same as registered location. __3) SNYDER FINANCIAL SERVICES (SFS)IS A SOLE PROPRIETORSHIP & IS 100% OWNED BY FRANCIS SNYDER. IT IS NOT INVESTMENT RELATED. LESS THAN 10% OF MY TIME IS DEVOTED TO SFS BUSINESS DURING SECURITIES TRADING HOURS. SFS PROVIDES FIXED INSURANCE PRODUCTS TO IT'S EXISTING AND NEW CLIENTS. __4) NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: RENTAL PROPERTY ; START DATE: 04/2019 ; POSITION/TITLE/RELATIONSHIP: PROPERTY MANAGER ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: MANAGERIAL DUTIES OF SINGLE HOUSEHOLD, RENTAL PROPERTY ; __5.)IAR WITH PROSPERITY WEALTH MANAGEMENT

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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".
EW
EXODUS WEALTH, LLC

21ST CENTURY WEALTH & INSURANCE SERVICES | WURZ FINANCIAL SERVICES | WISE WEALTH ASSET MANAGEMENT | TIMES FINANCIAL PLANNERS | THE ONE HOUR TAX MANAGER | THE O'BRIEN GROUP | SYMMETRY WEALTH MANAGEMENT | STEWART FINANCIAL SERVICES | SNYDER WEALTH ADVISORS, LLC | SINCLAIR FINANCIAL SOLUTIONS | SINCLAIR FINANCIAL SERVICES | RETIREMENT SOLUTIONS | RETIREMENT INCOME ADVISORS, LLC | PULLEY INSURANCE & FINANCIAL SERVICES | PROSPERITY WEALTH MANAGEMENT, INC. | PROSPERITY WEALTH MANAGEMENT | PIVOTAL FINANCIAL | MILLER FINANCIAL GROUP | MEO WEALTH MANAGEMENT | MCMILLION FINANCIAL GROUP LLC | MC2 WEALTH PLANNING, LLC | MARK YOUNG AND ASSOCIATES | MARK YOUNG & ASSOCIATES | LIND FINANCIAL SERVICES | LIFE-WORK PLANNING CORPORATION | LIFE GOALS FINANCIAL | JOELLE GROUP | INTERSTATE FINANCIAL SERVICES, INC. | INTEGRITY FINANCIAL | HUB INT'L | HIGHLAND CAPITAL FINANCIAL CONSULTING LLC | HECKER ADVISORY GROUP, INC. | GRUCCI AND ASSOCIATES, INC. | GRUCCI & ASSOCIATES | GOLDEN TRIANGLE FINANCIAL SERVICES | FORTUNE FINANCIAL SERVICES | FLORES FINANCIAL | FINANCIAL VISIONS GROUP | FINANCIAL VISION GROUP | EZZY FINANCIAL SERVICES, LLC | EXODUS WEALTH, LLC | ETHEREDGE INSURANCE, LLC | DIVERSIFIED WEALTH MANAGEMENT, INC. | DIGNITY TAX SERVICES | CHANGING TIMES FINANCIAL PLANNERS | CAPITAL COMPANIES | C.M. CARRILLO FINANCIAL ADVISING | BUCKEYE TAX AND FINANCIAL SERVICES, INC. | BUCKET LIST PLANNING | ADVANCED FINANCIAL PARTNERS | ABRAMOVITZ WEALTH MANAGEMENT | 417 INSURANCE & INVESTMENTS

CRD#: 174328 / SEC#: 801-101485
RIA
Registered Investment Advisory firm - SEC (7/14/2015 Approved)
California
Registered Investment Advisory firm - California (8/14/2015 Terminated)
Georgia
Registered Investment Advisory firm - Georgia (7/27/2015 Terminated)
Illinois
Registered Investment Advisory firm - Illinois (7/14/2015 Terminated)
Minnesota
Registered Investment Advisory firm - Minnesota (7/15/2015 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (7/15/2015 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (7/16/2015 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alaska
(10/3/2019)
RR
Florida
(10/3/2019)
RR
Texas
(10/3/2019)
IAR
Texas
(1/3/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2006About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 1999About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed May 1999About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Francis A Snyder's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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FS
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