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Matthew Snyder

THE FAIRMAN GROUP
CHESTERBROOK, PA
·CRD# 7355311·4 years experience

Professional Summary

Matthew Snyder is a registered financial advisor currently at THE FAIRMAN GROUP, LLC located in Chesterbrook, Pennsylvania. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Matthew has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

4 years in the financial services industry

Current & Past Employments

THE FAIRMAN GROUP, LLC·CRD# 121492
RIA
1200 Liberty Ridge Dr Ste 320, Chesterbrook, PA 19087-5570
April 30, 2024 - Present
PRUCO SECURITIES, LLC.·CRD# 5685
RIA
Exton, PA
November 16, 2022 - April 5, 2024
PRUCO SECURITIES, LLC.·CRD# 5685
BD
Exton, PA
September 8, 2022 - April 5, 2024

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Current Firm

TF
THE FAIRMAN GROUP, LLC

THE FAIRMAN GROUP, LLC

CRD#: 121492 / SEC#: 801-61326
RIA
Registered Investment Advisory firm - SEC (7/19/2002 Approved)

Contact Information

Main Address

1200 Liberty Ridge Dr Ste 320, Chesterbrook, PA 19087-5570

Phone Number

(610) 889-7300

# of Employees

17

SEC notice filing (6 States and Territories)

Registered to provide investment advisory services in 6 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV, PART 2B BROCHURE (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,010

AUM (Assets Under Management)

$902,130,650

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
02/18/2026Cover PageReport
08/28/2024Cover PageReport
09/28/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

ACAC FITNESS & WELLNESS POSITION: Assistant swim instructor NATURE: Arts, Entertainment, and Recreation INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 09/26/2022 ADDRESS: 1130 McDermott Drive, West Chester PA 19380, United States DESCRIPTION: I will be on deck coaching swimmers of various age and ability. I will also interact with parents.

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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".
TF
THE FAIRMAN GROUP, LLC

THE FAIRMAN GROUP, LLC

CRD#: 121492 / SEC#: 801-61326
RIA
Registered Investment Advisory firm - SEC (7/19/2002 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.
IAR
Pennsylvania
(4/30/2024)
IAR
Texas
(5/14/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Nov 2022About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Sep 2022About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jul 2022About the SIE exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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