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CS

Claire N. Snider

STANSBERRY ASSET MANAGEMENT
WESTLAKE, TX 76262
Some features on this profile are disabled
CRD#: 7677919
CS

Professional summary

Claire Noelle Snider, who also goes by Claire Snider, is a registered financial advisor currently at STANSBERRY ASSET MANAGEMENT, LLC located in Westlake, Texas.

Claire is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Claire has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Claire Snider

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 Claire Noelle 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

January 1, 2023 - Present

STANSBERRY ASSET MANAGEMENT, LLC

Office #1: 1600 Solana Boulevard Building 8 Suite 8100, Westlake, TX 76262
RIA
CRD#: 282103
WESTLAKE, TX

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".
SA
STANSBERRY ASSET MANAGEMENT, LLC
STANSBERRY ASSET MANAGEMENT LLC | STANSBERRY ASSET MANAGEMENT, LLC

CRD#: 282103 / SEC#: 801-107061

RIA
Registered Investment Advisory firm - (1/4/2016 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
Texas
(1/2/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/31/2022
Uniform Investment Adviser Law Examination

Current Firm

SA
STANSBERRY ASSET MANAGEMENT, LLC
STANSBERRY ASSET MANAGEMENT LLC | STANSBERRY ASSET MANAGEMENT, LLC

CRD#: 282103 / SEC#: 801-107061

RIA
Registered Investment Advisory firm - (1/4/2016 Approved)
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Contact information

Main Address
1600 Solana Boulevard Building 8 Suite 8100, Westlake, TX 76262
Mailing Address
Phone number
(646) 854-4370
Established
Firm type
Fiscal year end
# of Employees
38

SEC notice filing (48 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STANSBERRY ASSET MANAGEMENT ADV2A 032025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts3,164
AUM (Assets Under Management)$ 1,049,018,025

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

STANSBERRY ASSET MANAGEMENT, LLC

CRD#: 282103Westlake, TX 76262

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