Philip B. Snyder

SNYDER ASSET MANAGEMENT

HUNT VALLEY, MD 21031

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CRD#: 5098265

Professional summary

Philip Benjamin Snyder is a registered financial advisor currently at SNYDER ASSET MANAGEMENT, LLC located in Hunt Valley, Maryland.

Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Philip has worked at 5 firms and has passed the Series 66, SIE and Series 7 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 Philip Benjamin 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®

None

Experience

Current

November 14, 2017 - Present

SNYDER ASSET MANAGEMENT, LLC

Office #1: 11019 Mccormick Road Suite 320, Hunt Valley, MD 21031

RIA

CRD#: 290450

HUNT VALLEY, MD

Past

January 19, 2016 - December 13, 2017

LPL FINANCIAL LLC

RIA

CRD#: 6413

TIMONIUM, MD

Past

January 19, 2016 - December 13, 2017

LPL FINANCIAL LLC

CRD#: 6413

TIMONIUM, MD

Past

September 4, 2007 - February 3, 2016

TD AMERITRADE, INC.

RIA

CRD#: 7870

LUTHERVILLE, MD

Past

September 4, 2007 - February 3, 2016

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

LUTHERVILLE, MD

Past

September 4, 2007 - February 3, 2016

TD AMERITRADE, INC.

CRD#: 7870

LUTHERVILLE, MD

Past

July 12, 2006 - August 28, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

OWINGS MILLS, MD

Past

May 16, 2006 - August 28, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

OWINGS MILLS, MD

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.

Highlighted states indicate IAR registrations

IAR

Maryland
(11/14/2017)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/11/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/13/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/15/2006

General Securities Representative Examination

Current Firm

SNYDER ASSET MANAGEMENT, LLC

SNYDER ASSET MANAGEMENT | SNYDER ASSET MANAGEMENT, LLC

CRD#: 290450 / SEC#:

Maryland

Registered Investment Advisory firm - (11/14/2017 Approved)

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Contact information

Main Address

11019 Mccormick Road Suite 320, Hunt Valley, MD 21031

Mailing Address

Phone number

(410) 216-1249

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	255
AUM (Assets Under Management)	$ 96,200,000

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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Philip B. Snyder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Benjamin Snyder's CRS (Customer Relationship Summary).

Certified licenses

Experience

SNYDER ASSET MANAGEMENT, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/11/2006

SIE

Date: 12/13/2017

Series 7

Date: 5/15/2006

Current Firm

SNYDER ASSET MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SNYDER ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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