Gregory S. Snider

SOUTH TEXAS CAPITAL ADVISORS

New Braunfels, TX 78130

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CRD#: 5388927

Professional summary

Gregory Scott Snider, who also goes by Gregory Snider, is a registered financial advisor currently at SOUTH TEXAS CAPITAL ADVISORS, LLC located in New Braunfels, Texas and RUFUS HAYES ASSET MANAGEMENT, LLC located in New Braunfels, Texas.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Gregory has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gregory Snider

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.

NAME OF BUSINESS: NB CAPITAL LLC; POSITION TITLE: MANAGING MEMBER; START DATE: 05/2016; APPROXIMATE NUMBER OF HOURS PER MONTH: LESS THAN 10% NAME OF BUSINESS: SOLMS LANDING DEVELOPMENT LLC; POSITION TITLE: MANAGER; START DATE: 03/2017; APPROXIMATE NUMBER OF HOURS PER MONTH: 20 HOURS; NUMBER OF HOURS SPENT DURING TRADING HOURS: 10 HOURS; LOCATION: NEW BRAUNFELS, TEXAS; DESCRIPTION OF DUTIES: OVERSEES ALL BUSINESS MATTERS; INVESTMENT RELATED: NO. RUFUS HAYES ASSET MANAGEMENT- DESIGNATED OFFICER, NEW BRAUNFELS, TEXAS GSJM 1101 LLC Not investment related 1259 Loop 337 Ste 300 New Braunfels, TX 78130 Real Estate Owner Jan 1, 2023 4 hrs a month 0 hrs during securities hrs Manage real estate asset Churchill 337 LLC Not investment related 1259 Loop 337 Ste 300 New Braunfels, TX 78130 Real Estate Owner Jan 1, 2023 4 hrs a month 0 hrs during securities hrs Manage real estate asset Solms Landing 306 LLC Not investment related 1259 Loop 337 Ste 300 New Braunfels, TX 78130 Real Estate Owner Jan 1, 2023 4 hrs a month 0 hrs during securities hrs Manage real estate asset Solms Pickleball LLC Not investment related 1259 Loop 337 Ste 300 New Braunfels, TX 78130 Real Estate Owner Jan 1, 2023 4 hrs a month 0 hrs during securities hrs Manage real estate asset Solms Landing Maintenance Association Not investment related 1259 Loop 337 Ste 300 New Braunfels, TX 78130 Real Estate Owner Jan 1, 2023 4 hrs a month 0 hrs during securities hrs Manage Solms Landing property owners association

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Scott Snider'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

June 24, 2016 - Present

SOUTH TEXAS CAPITAL ADVISORS, LLC

Office #1: 1259 Tx-337 Loop #300, New Braunfels, TX 78130

RIA

CRD#: 283773

New Braunfels, TX

Current

April 18, 2017 - Present

RUFUS HAYES ASSET MANAGEMENT, LLC

Office #1: 1259 Tx-337 Loop #300, New Braunfels, TX 78130

RIA

CRD#: 171421

New Braunfels, TX

Past

May 8, 2015 - July 18, 2016

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

NEW BRAUNFELS, TX

Past

May 8, 2015 - July 18, 2016

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

NEW BRAUNFELS, TX

Past

October 1, 2012 - May 19, 2015

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

NEW BRAUNFELS, TX

Past

October 1, 2012 - May 19, 2015

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW BRAUNFELS, TX

Past

June 19, 2009 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

NEW BRAUNFELS, TX

Past

August 13, 2007 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

NEW BRAUNFELS, TX

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

Texas
(6/24/2016)

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 65

Date: 6/15/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/31/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/18/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/27/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/10/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SOUTH TEXAS CAPITAL ADVISORS, LLC

CRD#: 283773 / SEC#:

Texas

Registered Investment Advisory firm - (6/24/2016 Approved)

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Contact information

Main Address

1259 Tx-337 Loop #300, New Braunfels, TX 78130

Mailing Address

Phone number

(830) 387-4110

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	58
AUM (Assets Under Management)	$ 75,698,848

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

Gregory S. Snider

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Scott Snider's CRS (Customer Relationship Summary).

Certified licenses

Experience

RUFUS HAYES ASSET MANAGEMENT, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/15/2009

Series 63

Date: 8/31/2007

SIE

Date: 7/18/2016

Series 7

Date: 4/27/2009

Series 6

Date: 8/10/2007

Current Firm

SOUTH TEXAS CAPITAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SOUTH TEXAS CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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