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Inactive

Daniel William Snyder

3D Advisor Group, Inc.

Hopkinton, MA

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Current Employers
3D Advisor Group, Inc.

Hopkinton, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-07-23
TX RA APPROVED_RES 2026-07-17
  • MA RA
    APPROVED
    Since 2026-07-23
  • TX RA
    APPROVED_RES
    Since 2026-07-17

Branch Locations

Hopkinton, MA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Santander Securities Llc Framingham MA 09/2012 05/2018
3D Asset Management, Inc. Northborough MA 02/2019 03/2021
Unemployed Hopkinton MA 05/2018 01/2019
3D/L Capital Management, Llc Northborough MA 04/2021 12/2023
Freedom Investment Management, Inc. Northborough MA 02/2024 07/2026
3D Advisor Group, Inc. Hopkinton MA 07/2026 Present
Previous Registrations
  • 2024-02-15 → 2026-07-20
    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
    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
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-01-30
S63 Uniform Securities Agent State Law Examination 2007-09-27
  • S65 Uniform Investment Adviser Law Examination
    2012-01-30
  • S63 Uniform Securities Agent State Law Examination
    2007-09-27

View on SEC IAPD

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