Daniel William Snyder

Employer firm

3D Advisor Group, Inc. CRD 342109

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → 05/2018
  Santander Securities Llc
  Framingham, MA
• 02/2019 → 03/2021
  3D Asset Management, Inc.
  Northborough, MA
• 05/2018 → 01/2019
  Unemployed
  Hopkinton, MA
• 04/2021 → 12/2023
  3D/L Capital Management, Llc
  Northborough, MA
• 02/2024 → 07/2026
  Freedom Investment Management, Inc.
  Northborough, MA
• 07/2026 → Present
  3D Advisor Group, Inc.
  Hopkinton, MA

Previous Registrations

• 2024-02-15 → 2026-07-20
  Freedom Investment Management, Inc.
  South Windsor, CT
  Hopkinton, MA
• 2021-04-13 → 2023-12-21
  3D/L Capital Management, Llc
  Hartford, CT
  Northborough, MA
• 2019-02-11 → 2021-03-31
  3D Asset Management, Inc.
  Northbourough, MA
• 2012-09-26 → 2018-05-16
  Santander Securities Llc
  Framingham, MA
  Framingham, MA
  Sherborn, MA
  Framingham, MA
  Natick, MA
  Holliston, MA
  Wakefield, MA
  Worcester, MA
  Framingham, MA
  Natick, MA
  Ashland, MA
  Natick, MA
  Needham, MA
  Needham, MA
  Ashland, MA
  Framingham, MA
  Hopkinton, MA
  Marlboro, MA
• 2012-02-06 → 2012-09-19
  Lpl Financial Llc
  Framingham, MA
  Sudbury, MA
  Sudbury, MA
  Sudbury, MA
  Framingham, MA
  Wayland, MA
  Framingham, MA
  Framingham, MA
  Framingham, MA
  Framingham, MA
  Wayland, MA
  Holliston, MA
  Framingham, MA
  Wayland, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-01-30
• S63 Uniform Securities Agent State Law Examination
  2007-09-27