Alan I. Tanenblatt

SNYDER WEALTH GROUP

Huntington Station, NY 11746

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CRD#: 442355

Professional summary

Alan Irwin Tanenblatt is a registered financial advisor currently at SNYDER WEALTH GROUP located in Huntington Station, New York and OSAIC WEALTH, INC. located in Huntington Station, New York.

Alan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1968. Alan has worked at 10 firms and has passed the Series 7TO, SIE and Series 1 exams.

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 Alan Irwin Tanenblatt'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

November 19, 2021 - Present

SNYDER WEALTH GROUP

Office #1: 315 Walt Whitman Road Suite 316, Huntington Station, NY 11746

RIA

CRD#: 106425

Huntington Station, NY

Current

November 7, 1991 - Present

OSAIC WEALTH, INC.

Office #1: 315 Walt Whitman Road Suite 316, Huntington Station, NY 11746

RIA

CRD#: 23131

Huntington Station, NY

Past

May 30, 2021 - December 31, 2021

LONG ISLAND FINANCIAL ADVISORS, INC.

RIA

CRD#: 123439

HUNTINGTON STATION, NY

Past

January 29, 1990 - November 13, 1991

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

EDISON, NJ

Past

July 8, 1988 - August 1, 1988

INVESTACORP, INC.

CRD#: 7684

Past

August 20, 1987 - July 1, 1988

PORTFOLIO EDGE SECURITIES, INC.

CRD#: 18494

Past

October 31, 1986 - June 8, 1987

ABACUS EQUITY SERVICES, INC.

CRD#: 11271

Past

September 14, 1983 - October 31, 1986

CARDELL & ASSOCIATES, INCORPORATED

CRD#: 7700

Past

December 28, 1973 - July 18, 1980

HOME LIFE INSURANCE COMPANY

CRD#: 4184

Past

February 3, 1972 - November 9, 1982

KURZ-LIEBOW & COMPANY, INC.

CRD#: 496

Past

November 27, 1968 - December 13, 1971

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

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".

SNYDER WEALTH GROUP

MARK J SNYDER FINANCIAL SERVICES INC | SNYDER WEALTH GROUP | SNYDER MARK J FINANCIAL SERVICES INC | SNYDER CAPITAL MANAGEMENT

CRD#: 106425 / SEC#: 801-38888

RIA

Registered Investment Advisory firm - (5/9/1991 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.

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

Connecticut
(6/5/2020)

Florida
(8/21/1992)

New Jersey
(11/7/1991)

New York
(11/7/1991)

IAR

New York
(11/19/2021)

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

General Industry/Product Exam

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 1

Date: 11/20/1968

Registered Representative Examination

SRO Registrations

FINRA

Current Firm

SNYDER WEALTH GROUP

MARK J SNYDER FINANCIAL SERVICES INC | SNYDER WEALTH GROUP | SNYDER MARK J FINANCIAL SERVICES INC | SNYDER CAPITAL MANAGEMENT

CRD#: 106425 / SEC#: 801-38888

RIA

Registered Investment Advisory firm - (5/9/1991 Approved)

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Contact information

Main Address

1733 N Ocean Ave Suite B, Medford, NY 11763

Mailing Address

Phone number

(631) 289-4224

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,712
AUM (Assets Under Management)	$ 375,659,897

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.

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Advisor Monitoring

Firm Stability Insights

Alan I. Tanenblatt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alan Irwin Tanenblatt's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

LONG ISLAND FINANCIAL ADVISORS, INC.

FORESTERS FINANCIAL SERVICES, INC.

INVESTACORP, INC.

PORTFOLIO EDGE SECURITIES, INC.

ABACUS EQUITY SERVICES, INC.

CARDELL & ASSOCIATES, INCORPORATED

HOME LIFE INSURANCE COMPANY

KURZ-LIEBOW & COMPANY, INC.

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

SNYDER WEALTH GROUP

State Registrations and Notice Filings

Exams

Series 7TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 1

Date: 11/20/1968

FINRA

Current Firm

SNYDER WEALTH GROUP

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SNYDER WEALTH GROUP

TRUST BUT VERIFY

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