Matthew S. Snider
ROBERT W. BAIRD & CO. | Senior Vice President & Branch Manager
Pittsburgh - Greensburg, PA 15601
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CRD#: 3202246
Professional summary
Matthew Snider, CFP® is a registered financial advisor currently at ROBERT W. BAIRD & CO. INCORPORATED located in Pittsburgh - Greensburg, Pennsylvania.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Matthew has worked at 2 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Biography
Since joining Baird in 1999, Matthew has worked exclusively within The Meredith Group. His responsibilities have included introducing Baird's investment advisory services, managing the workflow within The Meredith Group’s team of advisors and working closely with clients. He now serves as Branch Manager of the Greensburg office, while still providing clients and their families comprehensive financial advice.
“I enjoy providing sound financial advice to our clients regarding their retirement planning, estate planning, wealth management and insurance protection strategies,” Matthew says.
He holds the CERTIFIED FINANCIAL PLANNER™ practitioner designation from the Certified Financial Planner Board of Standards and is a Registered Representative. Matthew is also Life, Accident and Health licensed.
Prior to joining Baird, he worked as an actuary assistant for a large insurance company. From there, Matthew joined an established money manager in Rockville, Maryland, as an Investment Manager Assistant, where he received his Registered Paraplanner designation from the College of Financial Planning.
Graduating Magna cum Laude from the University of Pittsburgh with a major in Mathematics, Matthew was born and raised in Greensburg, Pennsylvania, where he lives with his wife, Megan, and their children.
He is involved in his local community, is an active participant in his church, and enjoys staying physically active by competing in marathons, including the Boston and New York Marathons.
Matthew is a multi-year FIVE Star Wealth Manager Award winner presented by Five Star Professional.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Question & Answer
What are your service offerings?
Insurance Planning
Investment Planning
Tax Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Retirement Planning
Estate Planning
What is your minimum asset requirement?
1
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.
Name/Address: Faith Evangelical Lutheran Church 820 Plummer School Road West Newton PA 15089 Start Date: 1/1/18 Hours Spent: 0-2 hours/month Hours Spent During Trading: Zero Role/Responsibility: Treasurer Non Investment Related Name/Address: Clelian Heights 135 Clelian Heights Lane Greensburg PA 15601 Start Date: 1/1/20 Hours Spent: 0-2 hours/month Hours Spent During Trading: Zero Role/Responsibility: Board Member; Investment Committee for endowment Investment Related
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Snider's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Matthew 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®
CFP®
Start date: 2004
Experience
Current
October 21, 2022 - Present
ROBERT W. BAIRD & CO. INCORPORATED
Office #1: 540 Pellis Road Suite 1000, Pittsburgh - Greensburg, PA 15601RIA
BD
CRD#: 8158
Pittsburgh - Greensburg, PA
Current
October 21, 2022 - Present
ROBERT W. BAIRD & CO. INCORPORATED
Office #1: 540 Pellis Road Suite 1000, Pittsburgh - Greensburg, PA 15601RIA
BD
CRD#: 8158
Pittsburgh - Greensburg, PA
Past
July 25, 2012 - October 21, 2022
HEFREN-TILLOTSON, INC.
RIA
CRD#: 53
GREENSBURG, PA
Past
June 28, 1999 - October 21, 2022
HEFREN-TILLOTSON, INC.
BD
CRD#: 53
GREENSBURG, 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".
ROBERT W. BAIRD & CO. INCORPORATED
BAIRD | THE DDK GROUP | ROBERT W. BAIRD & CO. INCORPORATED | CHAUTAUQUA CAPITAL MANAGEMENT | BAIRD PRIVATE WEALTH MANAGEMENT | BAIRD PRIVATE ASSET MANAGEMENT | BAIRD INSTITUTIONAL EQUITIES & RESEARCH | BAIRD GENERATIONAL WEALTH GROUP | BAIRD EQUITY ASSET MANAGEMENT | BAIRD ADVISORS
CRD#: 8158 / SEC#: 801-7571, 8-497
RIA
Registered Investment Advisory firm - SEC (7/14/1971 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(10/21/2022)
IAR
Arizona(10/21/2022)
RR
Arkansas(10/27/2022)
RR
California(10/21/2022)
IAR
California(10/21/2022)
RR
Colorado(10/21/2022)
RR
Connecticut(10/21/2022)
RR
Delaware(10/27/2022)
RR
Florida(10/21/2022)
IAR
Florida(11/7/2022)
RR
Georgia(10/21/2022)
RR
Illinois(10/21/2022)
RR
Indiana(10/21/2022)
RR
Kansas(2/1/2023)
RR
Kentucky(10/27/2022)
RR
Maine(10/21/2022)
RR
Maryland(10/21/2022)
RR
Massachusetts(10/21/2022)
RR
Michigan(10/21/2022)
IAR
Michigan(10/21/2022)
RR
Minnesota(10/27/2022)
RR
Missouri(10/21/2022)
RR
Nevada(10/27/2022)
RR
New Hampshire(10/21/2022)
RR
New Jersey(10/21/2022)
RR
New Mexico(10/27/2022)
RR
New York(10/27/2022)
RR
North Carolina(10/21/2022)
RR
Ohio(10/21/2022)
RR
Pennsylvania(10/21/2022)
IAR
Pennsylvania(10/21/2022)
RR
Rhode Island(10/27/2022)
RR
South Carolina(10/27/2022)
RR
Tennessee(10/21/2022)
RR
Texas(10/21/2022)
IAR
Texas(10/21/2022)
RR
Utah(10/27/2022)
RR
Vermont(7/2/2025)
RR
Virginia(10/21/2022)
RR
Washington(10/21/2022)
RR
West Virginia(10/21/2022)
RR
Wisconsin(1/28/2025)
RR
Wyoming(12/13/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange
Current Firm
ROBERT W. BAIRD & CO. INCORPORATED
BAIRD | THE DDK GROUP | ROBERT W. BAIRD & CO. INCORPORATED | CHAUTAUQUA CAPITAL MANAGEMENT | BAIRD PRIVATE WEALTH MANAGEMENT | BAIRD PRIVATE ASSET MANAGEMENT | BAIRD INSTITUTIONAL EQUITIES & RESEARCH | BAIRD GENERATIONAL WEALTH GROUP | BAIRD EQUITY ASSET MANAGEMENT | BAIRD ADVISORS
CRD#: 8158 / SEC#: 801-7571, 8-497
RIA
Registered Investment Advisory firm - SEC (7/14/1971 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information
Main Address
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391
Mailing Address
P.o. Box 672, Milwaukee, WI 53201
Phone number
(414) 765-3500
Established
Wisconsin since 12/29/1919
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
4,175
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BAIRD FINANCIAL CORPORATION | SHAREHOLDER | |
| BOOTH, STEVEN GREGORY | CHAIRMAN, PRESIDENT, CHIEF EXECUTIVE OFFICER | 2147388 |
| DAHLBERG, ERIK CHARLES | DIRECTOR | 1650544 |
| GRAVERSON, CHRISTA LYNN | CHIEF COMPLIANCE OFFICER | 4912961 |
| LAWTON, PATRICK STEVEN | DIRECTOR | 1007318 |
| MAXWELL, TERRANCE PATRICK | CHIEF FINANCIAL OFFICER, DIRECTOR | 1463158 |
| PALMER, ANGELA MARIE | REGISTERED INVESTMENT ADVISOR CCO | 4915568 |
| SCHROEDER, MICHAEL JOHN | DIRECTOR | 1483012 |
| SCHULTZ, PAUL LEE | GENERAL COUNSEL, SECRETARY | 1965163 |
| STANEK, MARY ELLEN | DIRECTOR | 2006493 |
| THUROW, LAURA K | CHIEF OPERATIONS OFFICER | 3193702 |
Regulatory assets under management
| Total Number of Accounts | 350,776 |
| AUM (Assets Under Management) | $ 342,142,869,924 |
Disclosures
| Regulatory Event | 43 |
| Arbitration | 31 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2024 | ||
| 11/15/2023 |
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
ROBERT W. BAIRD & CO. INCORPORATED
Senior Vice President & Branch ManagerCRD#: 8158Pittsburgh - Greensburg, PA 15601TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
