Alexander Snyman

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2015 → 05/2022
  Nylife Securities Llc
  Bala Cynwyd, PA
• 09/2015 → 05/2022
  New York Life Insurance
  Bala Cynwyd, PA
• 10/2015 → 05/2022
  Eagle Strategies Llc
  Philadelphia, PA
• 10/2015 → 05/2022
  Barilotti Wealth Strategies, Llc
  Philadelphia, PA
• 09/2021 → 05/2022
  Barilotti Wealth Strategies & Insurance Solutions, Llc
  Philadelphia, PA
• 05/2022 → Present
  Lincoln Investment
  Fort Washington, PA
• 05/2022 → Present
  Capital Analysts
  Fort Washington, PA

Previous Registrations

• 2015-10-08 → 2022-05-23
  Eagle Strategies Llc
  Philadelphia, PA
  Philadelphia, PA
• 2014-10-14 → 2015-09-08
  Mcadam Llc
  Radnor, PA
• 2012-08-29 → 2014-10-03
  Voya Financial Advisors, Inc.
  Philadelphia, PA

Other Businesses

ALEXANDER SNYMAN POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2015 ADDRESS: 2 Bala Plaza, Suite 803, Bala Cynwyd PA 19004, United States DESCRIPTION: Appointed with outside carriers for the purpose of brokering fixed insurance.

Exams

• S66 Uniform Combined State Law Examination
  2012-08-03

Other Names

• Alexander Eric Snyman