Michael A. Snyder

ZEGA INVESTMENTS

CHICAGO, IL

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CRD#: 5841076

Professional summary

Michael Alan Snyder is a registered financial advisor currently at ZEGA INVESTMENTS, LLC located in Chicago, Illinois.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Michael has worked at 4 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 Michael Alan 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

July 14, 2025 - Present

ZEGA INVESTMENTS, LLC

RIA

CRD#: 330428

CHICAGO, IL

Past

October 6, 2015 - July 1, 2025

CREATIVE PLANNING

RIA

CRD#: 105348

Chicago, IL

Past

January 20, 2011 - July 13, 2015

TD AMERITRADE, INC.

RIA

CRD#: 7870

OAK BROOK, IL

Past

January 20, 2011 - July 13, 2015

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

OAK BROOK, IL

Past

November 16, 2010 - July 13, 2015

TD AMERITRADE, INC.

CRD#: 7870

OAK BROOK, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ZEGA INVESTMENTS, LLC

LUCKINBILL FINANCIAL ADVISORS | ZEGA INVESTMENTS, LLC | ZEGA INVESTMENTS

CRD#: 330428 / SEC#: 801-130244

RIA

Registered Investment Advisory firm - (6/3/2024 Approved)

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

Illinois
(7/14/2025)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/18/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/13/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/15/2010

General Securities Representative Examination

Current Firm

ZEGA INVESTMENTS, LLC

LUCKINBILL FINANCIAL ADVISORS | ZEGA INVESTMENTS, LLC | ZEGA INVESTMENTS

CRD#: 330428 / SEC#: 801-130244

RIA

Registered Investment Advisory firm - (6/3/2024 Approved)

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Contact information

Main Address

3801 Pga Boulevard Suite 600, Palm Beach Gardens, FL 33410

Mailing Address

Phone number

(800) 380-9342

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (36 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ZEGA ADV PART 2A (4/7/2025)

Regulatory assets under management

Total Number of Accounts	1,698
AUM (Assets Under Management)	$ 548,799,511

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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Michael A. Snyder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CREATIVE PLANNING

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

Primary Firm SEC Registration

ZEGA INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/18/2011

SIE

Date: 7/13/2015

Series 7

Date: 11/15/2010

Current Firm

ZEGA INVESTMENTS, LLC

Contact information

SEC notice filing (36 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ZEGA INVESTMENTS, LLC

TRUST BUT VERIFY

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