John A. Snyder
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
John Anthony Snyder was a registered financial professional .
John is a previously registered financial professional and started their career in finance in 1977. John had worked at 7 firms and has passed the Series 63, Series 65, Series 7, Series 3 and PC exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 7, 2012 - December 31, 2018
GREENLINE PARTNERS
October 5, 2010 - October 24, 2013
COASTAL RANGE INVESTMENT MANAGEMENT, LLC
October 23, 2009 - March 4, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 23, 2009 - March 4, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 19, 2003 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
August 19, 2003 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
April 16, 2001 - August 20, 2003
BANC OF AMERICA SECURITIES LLC
October 24, 2000 - August 20, 2003
BANC OF AMERICA SECURITIES LLC
July 21, 1978 - January 18, 1990
KIDDER, PEABODY & CO. INCORPORATED
April 1, 1977 - September 8, 1978
CITIGROUP GLOBAL MARKETS INC.
Primary Firm SEC Registration
GREENLINE PARTNERS
CRD#: 164192 / SEC#: 801-79462
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
PC
Date: 7/20/1978
AMEX Put and Call ExamCurrent Firm
GREENLINE PARTNERS
CRD#: 164192 / SEC#: 801-79462
Contact information
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 55 |
| AUM (Assets Under Management) | $ 1,103,154,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/01/2025 | ||
| 06/14/2024 | ||
| 09/12/2023 |
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.
