Christopher J. Ippolito

SNYDER WEALTH GROUP

Medford, NY 11763

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CRD#: 6603481

Professional summary

Christopher Jonathan Ippolito is a registered financial advisor currently at SNYDER WEALTH GROUP located in Medford, New York and OSAIC WEALTH, INC. located in Medford, New York.

Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Christopher has worked at 2 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.

1. MARK J. SNYDER FINANCIAL SERVICES POSITION: Director of Portfolio Management NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/11/2016 ADDRESS: 1733 North Ocean Avenue, Ste B, Medford NY 11763, United States DESCRIPTION: Securities research Portfolio analysis Retirement plans Financial advice Construction of letters/memos to clients Running client meetings

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Jonathan Ippolito'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

April 29, 2021 - Present

SNYDER WEALTH GROUP

Office #1: 1733 N Ocean Ave Suite B, Medford, NY 11763

RIA

CRD#: 106425

Medford, NY

Current

February 22, 2018 - Present

OSAIC WEALTH, INC.

Office #1: 1733 North Ocean Avenue Suite B, Medford, NY 11763

RIA

CRD#: 23131

Medford, NY

Past

April 1, 2022 - April 1, 2022

OSAIC WEALTH, INC.

RIA

CRD#: 23131

SCOTTSDALE, AZ

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".

SNYDER WEALTH GROUP

MARK J SNYDER FINANCIAL SERVICES INC | SNYDER WEALTH GROUP | SNYDER MARK J FINANCIAL SERVICES INC | SNYDER CAPITAL MANAGEMENT

CRD#: 106425 / SEC#: 801-38888

RIA

Registered Investment Advisory firm - (5/9/1991 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.

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

IAR

New York
(5/17/2021)

New York
(4/1/2022)

IAR

Texas
(4/29/2021)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/31/2022

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/22/2018

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

SNYDER WEALTH GROUP

MARK J SNYDER FINANCIAL SERVICES INC | SNYDER WEALTH GROUP | SNYDER MARK J FINANCIAL SERVICES INC | SNYDER CAPITAL MANAGEMENT

CRD#: 106425 / SEC#: 801-38888

RIA

Registered Investment Advisory firm - (5/9/1991 Approved)

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Contact information

Main Address

1733 N Ocean Ave Suite B, Medford, NY 11763

Mailing Address

Phone number

(631) 289-4224

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,712
AUM (Assets Under Management)	$ 375,659,897

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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Christopher J. Ippolito

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Jonathan Ippolito's CRS (Customer Relationship Summary).

Certified licenses

Experience

SNYDER WEALTH GROUP

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

Primary Firm SEC Registration

SNYDER WEALTH GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 3/31/2022

SIE

Date: 10/1/2018

Series 7

Date: 2/22/2018

FINRA

Current Firm

SNYDER WEALTH GROUP

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SNYDER WEALTH GROUP

TRUST BUT VERIFY

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