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Mandy Sue Snider

Strategic Advisers LLC

Downingtown, PA

Exton, 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 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Downingtown, PA • United States

300 Main Street, Exton, PA 19341-3707 • 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 Exton PA 06/2026 Present
Strategic Advisers, Llc Exton PA 06/2026 Present
The Vanguard Group, Inc. Malvern PA 05/2015 10/2021
Thrive Capital Management, Llc Ft. Washington PA 10/2021 10/2023
Thrive Insurance Group, Llc Ft. Washington PA 10/2021 10/2023
Thrive Financial Services, Llc Ft. Washington PA 10/2021 10/2023
Fidelity Investments Villanova PA 10/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2026 → Present
    Fidelity Brokerage Services Llc
    Exton, PA
  • 06/2026 → Present
    Strategic Advisers, Llc
    Exton, PA
  • 05/2015 → 10/2021
    The Vanguard Group, Inc.
    Malvern, PA
  • 10/2021 → 10/2023
    Thrive Capital Management, Llc
    Ft. Washington, PA
  • 10/2021 → 10/2023
    Thrive Insurance Group, Llc
    Ft. Washington, PA
  • 10/2021 → 10/2023
    Thrive Financial Services, Llc
    Ft. Washington, PA
  • 10/2023 → Present
    Fidelity Investments
    Villanova, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-103248|OrgNmn:FinServ Foundation|Org Addr:Omaha,Nebraska,US|OBA Nature:Foundation for students wishin|Invst Rel:Y|Title:Volunteer Mentor|Duties:Monthly meetings with my mentee for 6 months|StrtDt:08-30-23|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-11-20
  • S63 Uniform Securities Agent State Law Examination
    2023-11-20
Designations
Other Names
  • Mandy Sue Vincenzini
  • Mandy Sue Vincenzini
  • Mandy Sue Snider
  • Mandy S Snider

View on SEC IAPD

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