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Curtis Wayne Snyder

Towercrest Capital Management, LLC

Newtown, PA

CRD 2965205

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Employer firm

Towercrest Capital Management, LLC CRD 152069

$718M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Towercrest Capital Management, Llc

41 University Drive Suite 400, Newtown, PA 18940 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-04-21
PA RA APPROVED 2010-06-01
NJ RA APPROVED 2009-12-16
  • TX RA
    APPROVED
    Since 2023-04-21
  • PA RA
    APPROVED
    Since 2010-06-01
  • NJ RA
    APPROVED
    Since 2009-12-16

Branch Locations

41 University Drive Suite 400, Newtown, PA 18940 • 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
Towercrest Capital Management, Llc Princeton NJ 06/2009 Present
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Investors

RYAN SCOTT DAVIES
CARLA L. SIMON
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Nearby Offices

INSIGHT ADVISORS, LLC · NEWTOWN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NEWTOWN, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · NEWTON, PA

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