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Erik R Snyder

Strategic Advisers LLC

Ambler, PA

Villanova, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Ambler, PA • United States

797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532 • 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
Fidelity Brokerage Services Llc King Of Prussia PA 10/2005 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2005 → Present
    Fidelity Brokerage Services Llc
    King Of Prussia, PA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Ambler, PA
    Villanova, PA
  • 2007-12-11 → 2018-07-13
    Strategic Advisers Llc
    King Of Prussia, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-19
S63 Uniform Securities Agent State Law Examination 2003-08-19
  • S66 Uniform Combined State Law Examination
    2007-11-19
  • S63 Uniform Securities Agent State Law Examination
    2003-08-19
Designations

View on SEC IAPD

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