Kelly A. Snider
Professional summary
Kelly Ann Snider, who also goes by Kelly A Snider, Kelly Ann Snider Ms, is a registered financial advisor currently at BEAIRD HARRIS located in Dallas, Texas.
Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Kelly has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kelly Ann Snider's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 4, 2021 - Present
BEAIRD HARRIS
Office #1: 5005 Lyndon B Johnson Fwy Ste 1700, Dallas, TX 75244July 13, 2018 - July 6, 2021
FIDELITY PERSONAL AND WORKPLACE ADVISORS
July 31, 2014 - July 13, 2018
STRATEGIC ADVISERS LLC
February 25, 2011 - June 21, 2021
FIDELITY BROKERAGE SERVICES LLC
Primary Firm SEC Registration
BEAIRD HARRIS
CRD#: 107238 / SEC#: 801-51938
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/4/2021)
Exams
Current Firm
BEAIRD HARRIS
CRD#: 107238 / SEC#: 801-51938
Contact information
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,188 |
| AUM (Assets Under Management) | $ 1,907,364,054 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/30/2025 | ||
| 01/28/2025 | ||
| 07/26/2023 |
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.
