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Francis P. Sniderhan

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CRD#: 859631
FS

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.

Francis Patrick Sniderhan was a registered financial professional .

Francis is a previously registered financial professional and started their career in finance in 1978. Francis had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 5 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

April 13, 2022 - December 31, 2023

FARPOINT ASSET MANAGEMENT, LLC

RIA
CRD#: 281184
PENFIELD, NY
Past

November 2, 1987 - October 13, 2015

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ROCHESTER, NY
Past

October 2, 1984 - November 16, 1987

ADVEST, INC.

BD
CRD#: 10
Past

November 25, 1980 - October 17, 1984

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

November 27, 1978 - October 30, 1980

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

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: 9/6/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 12/11/1982
Interest Rate Options Examination
General Industry/Product Exam

Current Firm


FA
FARPOINT ASSET MANAGEMENT, LLC
FARPOINT ASSET MANAGEMENT, LLC

CRD#: 281184 / SEC#:

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Contact information


Main Address
Penfield, NY
Mailing Address
Phone number
(585) 330-8110
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts4
AUM (Assets Under Management)$ 1,087,125

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


FARPOINT ASSET MANAGEMENT, LLC

CRD#: 281184

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