Michael G. Snyder

VALOR INVESTMENTS AND PLANNING

Easton, PA 18042

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CRD#: 4430609

Professional summary

Michael Glenn Snyder, who also goes by Michael Snyder, is a registered financial advisor currently at VALOR INVESTMENTS AND PLANNING LLC located in Easton, Pennsylvania and THE LEADERS GROUP, INC. located in Summit, New Jersey.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Michael has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Snyder

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 Michael Glenn Snyder'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

February 9, 2023 - Present

VALOR INVESTMENTS AND PLANNING LLC

Office #1: 109 N. 4th Street Suite 1, Easton, PA 18042

RIA

CRD#: 323129

Easton, PA

Current

January 15, 2025 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901

CRD#: 37157

SUMMIT, NJ

Past

April 6, 2023 - December 31, 2024

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Easton, PA

Past

April 20, 2016 - January 27, 2023

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

SUCCASUNNA, NJ

Past

September 14, 2007 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

SUCCASUNNA, NJ

Past

September 14, 2007 - January 27, 2023

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

SUCCASUNNA, NJ

Past

July 2, 2002 - September 18, 2007

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

CHESTER, NJ

Past

August 9, 2001 - September 18, 2007

EQUITABLE ADVISORS, LLC

CRD#: 6627

CHESTER, NJ

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

California
(1/15/2025)

Delaware
(1/15/2025)

IAR

New Jersey
(5/24/2023)

New Jersey
(1/15/2025)

IAR

Pennsylvania
(2/9/2023)

Pennsylvania
(1/15/2025)

Texas
(1/15/2025)

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

State Security Law Exam

IAR

Series 66

Date: 8/22/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/8/2001

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

VALOR INVESTMENTS AND PLANNING LLC

CRD#: 323129 / SEC#: 801-126665

RIA

Registered Investment Advisory firm - (3/30/2023 Terminated)

Florida

Registered Investment Advisory firm - (3/25/2024 Approved)

New Jersey

Registered Investment Advisory firm - (4/10/2023 Approved)

Pennsylvania

Registered Investment Advisory firm - (2/6/2023 Approved)

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).

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Contact information

Main Address

109 N. 4th Street Suite 1, Easton, PA 18042

Mailing Address

Phone number

(484) 546-2522

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	501
AUM (Assets Under Management)	$ 80,708,986

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

Michael G. Snyder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Glenn Snyder's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALOR INVESTMENTS AND PLANNING LLC

THE LEADERS GROUP, INC.

PURSHE KAPLAN STERLING INVESTMENTS

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/22/2001

SIE

Date: 10/1/2018

Series 7

Date: 8/8/2001

FINRA

Current Firm

VALOR INVESTMENTS AND PLANNING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VALOR INVESTMENTS AND PLANNING LLC

TRUST BUT VERIFY

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