Ronald L. Snyder
STRATEGIC ADVISERS LLC | Vice President, Wealth Planner
HAVERTOWN, PA
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CRD#: 3213503
Professional summary
Ronald Leonard Snyder, CFP®, who also goes by Ron Snyder, Ronald Snyder, Ron Wsnyder, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Havertown, Pennsylvania and FIDELITY BROKERAGE SERVICES LLC located in Greenville, Delaware.
Ronald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Ronald has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.
Biography
As your dedicated advisor, I will leverage my 22 years of financial services experience along with Fidelity's extensive resources to deliver an outstanding experience. I will work with you to co-create a financial plan and investment strategy that is personalized to your family needs and goals. Once your plan is implemented we will monitor and make necessary changes over time.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Retirement Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Ron Snyder | Ronald Snyder | Ron Wsnyder
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.
CRS (Client Relationship Summary) - RIA
Click below to view Ronald Leonard Snyder'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: 2006
Education
Loyola University New Orleans
Bachelor of Business Administration - Finance
1999
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4001 Kennett Pike Ste 120, Greenville, DE 19807-2000RIA
CRD#: 104555
HAVERTOWN, PA
Current
October 31, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4001 Kennett Pike Ste 120, Greenville, DE 19807-2000BD
CRD#: 7784
Greenville, DE
Past
November 14, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
KING OF PRUSSIA, PA
Past
August 25, 2017 - November 1, 2018
MERCER GLOBAL ADVISORS INC.
RIA
CRD#: 147363
RADNOR, PA
Past
July 19, 2012 - August 17, 2017
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
KING OF PRUSSIA, PA
Past
July 12, 2012 - August 16, 2017
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
KING OF PRUSSIA, PA
Past
March 8, 2006 - October 30, 2006
VANGUARD ADVISERS, INC.
RIA
CRD#: 106715
MALVERN, PA
Past
February 4, 2000 - June 26, 2012
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
MALVERN, PA
Past
May 24, 1999 - December 9, 1999
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
EDISON, NJ
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.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(7/5/2022)
RR
Colorado(3/12/2025)
RR
Connecticut(2/22/2024)
RR
Delaware(1/15/2020)
IAR
Delaware(3/31/2025)
RR
District of Columbia(6/9/2022)
RR
Florida(3/3/2022)
RR
Illinois(5/19/2025)
RR
Maryland(3/3/2022)
RR
Massachusetts(11/17/2020)
RR
Michigan(3/4/2025)
RR
New Jersey(3/3/2022)
RR
New York(9/19/2024)
RR
North Carolina(9/26/2024)
RR
Ohio(5/19/2025)
RR
Oregon(5/9/2024)
RR
Pennsylvania(10/31/2018)
IAR
Pennsylvania(3/31/2025)
RR
South Carolina(5/19/2025)
RR
Texas(11/17/2020)
IAR
Texas(3/31/2025)
RR
Utah(11/17/2020)
RR
Virginia(6/9/2022)
RR
Wyoming(3/12/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
STRATEGIC ADVISERS LLC
Vice President, Wealth PlannerCRD#: 104555Havertown, PATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
