Elizabeth R. Snyder
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Elizabeth Rodgers Snyder, who also goes by Elizabeth Winston Rodgers, was a registered financial professional .
Elizabeth is a previously registered financial professional and started their career in finance in 2002. Elizabeth had worked at 3 firms and has passed the Series 65, Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 5, 2015 - December 3, 2015
SIGNATUREFD, LLC
May 31, 2005 - February 5, 2007
WILMINGTON BROKERAGE SERVICES COMPANY
May 20, 2003 - January 31, 2007
WILMINGTON TRUST INVESTMENT MANAGEMENT
December 17, 2002 - May 31, 2005
WILMINGTON TRUST INVESTMENT MANAGEMENT
Primary Firm SEC Registration
SIGNATUREFD, LLC
CRD#: 112758 / SEC#: 801-60393
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
SIGNATUREFD, LLC
CRD#: 112758 / SEC#: 801-60393
Contact information
SEC notice filing (34 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 10,558 |
| AUM (Assets Under Management) | $ 8,331,600,262 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/26/2025 | ||
| 09/27/2024 | ||
| 01/26/2024 | ||
| 11/28/2022 |
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.
