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Adelaide Bianca D. David

SNIDER FINANCIAL GROUP
Warrensburg, MO
Some features on this profile are disabled
CRD#: 7133443
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Professional summary

Adelaide Bianca D David, who also goes by Abby David, Adelaide Bianca Dimarcut David, Adelaide Dimarucut David, Adelaide Bianca Dimarucut David, is a registered financial advisor currently at SNIDER FINANCIAL GROUP located in Warrensburg, Missouri.

Adelaide Bianca is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Adelaide Bianca has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Abby David | Adelaide Bianca Dimarcut David | Adelaide Dimarucut David | Adelaide Bianca Dimarucut David

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 Adelaide Bianca D David'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

March 31, 2025 - Present

SNIDER FINANCIAL GROUP

RIA
CRD#: 117392
Warrensburg, MO

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".
SF
SNIDER FINANCIAL GROUP
SNIDER FINANCIAL GROUP | SNIDER RETIREMENT STRATEGIES, INC. | SNIDER RETIREMENT STRATEGIES

CRD#: 117392 / SEC#: 801-69025

RIA
Registered Investment Advisory firm - (4/14/2008 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
Missouri
(3/31/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/29/2025
Uniform Investment Adviser Law Examination

Current Firm

SF
SNIDER FINANCIAL GROUP
SNIDER FINANCIAL GROUP | SNIDER RETIREMENT STRATEGIES, INC. | SNIDER RETIREMENT STRATEGIES

CRD#: 117392 / SEC#: 801-69025

RIA
Registered Investment Advisory firm - (4/14/2008 Approved)
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Contact information

Main Address
12505 Bel-red Road Suite 200, Bellevue, WA 98005
Mailing Address
Phone number
(425) 453-7080
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (10 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

SNIDER FINANCIAL GROUP WRAP BROCHURE (9/5/2025)
ADV 2A FIRM BROCHURE (9/5/2025)

Regulatory assets under management

Total Number of Accounts1,396
AUM (Assets Under Management)$ 500,674,906

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

SNIDER FINANCIAL GROUP

CRD#: 117392Warrensburg, MO

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