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MS

Matthew J. Snider

ALTSOURCED SOLUTIONS
SAN JUAN, PR 00907
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CRD#: 7620918
MS
Matthew James SniderALTSOURCED SOLUTIONS

Professional summary

Matthew James Snider is a registered financial professional currently at ALTSOURCED SOLUTIONS, LLC located in San Juan, .

Matthew is registered as a RR (Registered Representative) and started their career in finance in 2022. Matthew has worked at 3 firms and has passed the Series 65, Series 7TO and SIE exams.

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) - BD

Click below to view Matthew James Snider'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, 2026 - Present

ALTSOURCED SOLUTIONS, LLC

Office #1: 1315 Avenue Ponce De Leon Suite 600, San Juan, PR 00907
BD
CRD#: 310915
SAN JUAN, PR
Past

September 13, 2024 - January 16, 2026

DIGITAL WEALTH PARTNERS

RIA
CRD#: 328627
Durham, NC
Past

September 30, 2022 - July 30, 2024

BLOCK 3 STRATEGY GROUP

RIA
CRD#: 323212
DURHAM, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 8/16/2022
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/3/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/19/2026
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

AS
ALTSOURCED SOLUTIONS, LLC
ALTSOURCED SOLUTIONS, LLC

CRD#: 310915 / SEC#: , 8-70621

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
15033 Serene Shores Loop, Lakewood Ranch, FL 34211
Mailing Address
15033 Serene Shores Loop, Lakewood Ranch, FL 34211
Phone number
(917) 723-4540
Established
Florida since 09/16/2020
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PARADIGM ALTERNATIVE INVESTMENTS LLCOWNER
PLOTYCIA, STEVEN WILLIAMFINOP5293014
WILSON, MELISSA PICHLERCEO/CCO4060542

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ALTSOURCED SOLUTIONS, LLC

CRD#: 310915San Juan, PR 00907

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