Best Investors Account Sign in

Tina Snyder

Strategic Advisers LLC

Navarre, OH

CRD 3082048

Claim This Profile
Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31

Branch Locations

Navarre, OH • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Canton OH 11/2005 08/2017
Jpmorgan Securities Llc Coshocton OH 08/2017 03/2023
Fidelity Investments Covington KY 03/2023 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-04
S63 Uniform Securities Agent State Law Examination 2003-09-04
  • S66 Uniform Combined State Law Examination
    2006-11-04
  • S63 Uniform Securities Agent State Law Examination
    2003-09-04
Other Names
  • Tina Lynnette Sanor
  • Tina L Snyder
  • Tina Lynnette Snyder
  • Tina Snyder

View on SEC IAPD

More in Navarre, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor