Best Investors Account Sign in
Inactive

Scott James Snyder

Acadia Legacy Group

Clive, IA

CRD 1812094

Claim This Profile
Employer firm

Acadia Legacy Group CRD 291481

$133M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • FAMILY OFFICE SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Acadia Legacy Group

1820 Nw 118Th Street Ste 110, Clive, IA 50325 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2017-12-05
  • IA RA
    APPROVED
    Since 2017-12-05

Branch Locations

1820 Nw 118Th Street Ste 110, Clive, IA 50325 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foster Group, Inc. West Des Moines IA 08/2013 11/2017
Acadia Legacy Group, Llc Urbandale IA 11/2017 Present
  • 08/2013 → 11/2017
    Foster Group, Inc.
    West Des Moines, IA
  • 11/2017 → Present
    Acadia Legacy Group, Llc
    Urbandale, IA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-10-24
  • S63 Uniform Securities Agent State Law Examination
    2011-10-24
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

EDWARD JONES
PALADIN WEALTH PARTNERS
WELLS FARGO CLEARING SERVICES, LLC

Nearby Investors

Derek Allan Justice
BRADLEY WILLIAM CLARK
ADAM CHARLES BORMANN

Nearby Offices

EDWARD JONES · CLIVE, IA
PALADIN WEALTH PARTNERS · CLIVE, IA
WELLS FARGO CLEARING SERVICES, LLC · CLIVE, IA

More in Clive, IA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor