James Snyder

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 03/2020 → Present
  Goldman Sachs & Co. Llc
  Chicago, IL
• 09/2019 → 03/2020
  Latin High School
  Chicago, IL
• 07/2018 → 07/2019
  Insead - European Inst Of Bus
  Fontainebleau
• 06/2013 → 06/2018
  Rsm Us
  Austin, TX
• 10/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 12/2022 → Present
  Bank Of America, N.A.
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2022-10-10
• S63 Uniform Securities Agent State Law Examination
  2020-06-16

Other Names

• James E Snyder
• James Snyder