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MS

Matthew A. Snyder

WORLD INVESTMENTS
Bayonne, NJ 07002
Some features on this profile are disabled
CRD#: 5110862
MS

Professional summary

Matthew Adrian Snyder, who also goes by Matthew A Snyder, is a registered financial advisor currently at WORLD INVESTMENTS, LLC located in Bayonne, New Jersey.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Matthew has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matthew A 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.
MATTHEW A. SNYDER, CPA LLC 150 RIVER ROAD, F-1, MONTVILLE, NJ 07045 OWNER - 5/1/2015 TO PRESENT TAX AND ACCOUNTING SERVICES 30-60 HOURS PER WEEK I AM THE MANAGING MEMBER OF THE SNYDER GROUP LLC. THE ENTITY WAS FORMED IN 2006 FOR WHEN I WAS A SELF-EMPLOYED CONSULTANT FROM 3/06 TO 6/06. PRESENTLY, I DO NOT PERFORM CONSULTING SERVICES OUTSIDE OF MY CURRENT EMPLOYMENT, BUT HAVE KEPT THE ENTITY ACTIVE.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Matthew Adrian 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

October 5, 2023 - Present

WORLD INVESTMENTS, LLC

Office #1: 847 Broadway, Bayonne, NJ 07002
BD
CRD#: 20626
Bayonne, NJ
Current

August 8, 2023 - Present

WORLD INVESTMENTS, LLC

Office #1: 847 Broadway, Bayonne, NJ 07002
BD
CRD#: 20626
Bayonne, NJ
Past

November 13, 2007 - December 10, 2008

G.RESEARCH, LLC

BD
CRD#: 7353
RYE, NY

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
New Jersey
(10/5/2023)
IAR
New Jersey
(10/5/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/4/2023
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/4/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/8/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/12/2023
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/12/2007
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

WI
WORLD INVESTMENTS, LLC
COLTS NECK WHY T&T SECURITIES, INC. | WORLD INVESTMENTS, LLC | WORLD INVESTMENTS, INC. | WORLD ADVISORY SERVICES | TFS WEALTH MANAGEMENT | TFS SECURITIES, INC. | TFS POTFOLIO ADVISORY SERVICES | TFS PORTFOLIO ADVISORY SERVICES,DIVISION OF TFS SECURITIES, INC. | TFS PORTFOLIO ADVISORY SERVICES, A DIVISION OF TFS SECURITIES, INC. | TFS PORTFOLIO ADVISORY SERVICES | TFS ADVISORY SERVICES | NASD SPELLING ERROR - POTFOLIO SHOULD BE PORTFOLIO | INNOVATIVE MARKET TRENDS | FREEMAN & VANNAUKER | FFP WEALTH MANAGEMENT

CRD#: 20626 / SEC#: 801-56426, 8-38377

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information

Main Address
437 Newman Springs Road, Lincroft, NJ 07738
Mailing Address
437 Newman Springs Road, Lincroft, NJ 07738
Phone number
(732) 758-9300
Established
New Jersey since 09/30/2025
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
217

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

WORLD ADVISORY SERVICES ADV PART 2 FIRM BROCHURE 2025 (3/31/2025)

Direct owners and executive officers

NamePositionCRD#
WIA CORPORATE BUYER, LLCSHAREHOLDER
CARTER, ANA ROUMENOVAFINOP4424794
CURLEY, JONATHAN EPRESIDENT827148
TOOLE, BARRY PCCO3142901

Regulatory assets under management

Total Number of Accounts4,697
AUM (Assets Under Management)$ 1,734,780,346

Disclosures

Regulatory Event3
Arbitration2
Bond1

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

WORLD INVESTMENTS, LLC

CRD#: 20626Bayonne, NJ 07002

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