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DS

David K. Snyder

SFM
Manchester, NH 03102
Some features on this profile are disabled
CRD#: 6486383
DS

Professional summary

David Kenneth Snyder, CFP® is a registered financial advisor currently at SFM, LLC located in Manchester, New Hampshire.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. David has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

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.
1. NOTARY PUBLIC SINCE 1/11/2012

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Kenneth 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®
CFP®

Certified Financial Planner

Experience

Current

December 22, 2021 - Present

SFM, LLC

Office #1: 575 Front Street, Manchester, NH 03102
RIA
CRD#: 116564
Manchester, NH
Past

November 7, 2016 - December 10, 2021

CITIZENS SECURITIES, INC.

RIA
CRD#: 39550
BEDFORD, NH
Past

September 21, 2016 - December 10, 2021

CITIZENS SECURITIES, INC.

BD
CRD#: 39550
BEDFORD, NH
Past

December 7, 2015 - September 14, 2016

CITIZENS SECURITIES, INC.

BD
CRD#: 39550
CONCORD, NH
Past

September 18, 2015 - September 14, 2016

CITIZENS SECURITIES, INC.

RIA
CRD#: 39550
CONCORD, NH

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".
SL
SFM, LLC
SFM, LLC

CRD#: 116564 / SEC#: 801-79426

RIA
Registered Investment Advisory firm - (4/7/2014 Approved)
Florida
Registered Investment Advisory firm - (4/9/2014 Terminated)
Massachusetts
Registered Investment Advisory firm - (4/9/2014 Terminated)
New Hampshire
Registered Investment Advisory firm - (4/28/2014 Terminated)

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
Florida
(1/7/2022)
IAR
Massachusetts
(1/3/2022)
IAR
New Hampshire
(12/22/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/15/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/27/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/8/2022
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 12/8/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/22/2016
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/23/2015
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/8/2022
General Securities Principal Examination

Current Firm

SL
SFM, LLC
SFM, LLC

CRD#: 116564 / SEC#: 801-79426

RIA
Registered Investment Advisory firm - (4/7/2014 Approved)
Florida
Registered Investment Advisory firm - (4/9/2014 Terminated)
Massachusetts
Registered Investment Advisory firm - (4/9/2014 Terminated)
New Hampshire
Registered Investment Advisory firm - (4/28/2014 Terminated)
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Contact information

Main Address
575 Front Street, Manchester, NH 03102
Mailing Address
Phone number
(603) 625-8400
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (6 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE/PART 2B BROCHURE SUPPLEMENT (8/12/2025)

Regulatory assets under management

Total Number of Accounts711
AUM (Assets Under Management)$ 323,214,244

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

SFM, LLC

CRD#: 116564Manchester, NH 03102

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