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MS

Maxwell H. Snyder

ADALTA CAPITAL MANAGEMENT LLC
New York, NY 10022
Some features on this profile are disabled
CRD#: 7434911
MS

Professional summary

Maxwell Holt Snyder is a registered financial advisor currently at ADALTA CAPITAL MANAGEMENT LLC located in New York, New York.

Maxwell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Maxwell has worked at 1 firm .

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maxwell Holt 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®
None

Experience

Current

September 3, 2021 - Present

ADALTA CAPITAL MANAGEMENT LLC

Office #1: 445 Park Avenue Suite 16d, New York, NY 10022
RIA
CRD#: 283771
New York, NY

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".
AC
ADALTA CAPITAL MANAGEMENT LLC
ADALTA CAPITAL MANAGEMENT LLC | VR ASSET ADVISORS LLC

CRD#: 283771 / SEC#: 801-107823

RIA
Registered Investment Advisory firm - (5/13/2016 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
New York
(9/3/2021)

Exams

Current Firm

AC
ADALTA CAPITAL MANAGEMENT LLC
ADALTA CAPITAL MANAGEMENT LLC | VR ASSET ADVISORS LLC

CRD#: 283771 / SEC#: 801-107823

RIA
Registered Investment Advisory firm - (5/13/2016 Approved)
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Contact information

Main Address
445 Park Avenue Suite 16d, New York, NY 10022
Mailing Address
Phone number
(212) 832-5135
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (7 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

ADALTA FORM ADV PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts189
AUM (Assets Under Management)$ 273,925,166

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

ADALTA CAPITAL MANAGEMENT LLC

CRD#: 283771New York, NY 10022

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