Gregory Neil Snider

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2012 → 12/2018
  Morgan Stanley Smith Barney Llc
  Rochester, MN
• 01/2012 → 12/2018
  Morgan Stanley Private Bank, National Association
  New York, NY
• 02/2026 → Present
  Raymond James Financial Services, Inc.
  Rochester, MN
• 01/2026 → Present
  Think Mutual Bank
  Rochester, MN
• 01/2019 → 12/2025
  Mayo Clinic
  Rochester, MN
• 02/2026 → Present
  Raymond James Financial Services Advisors Inc.
  Rochester, MN

Previous Registrations

• 2012-04-06 → 2018-12-13
  Morgan Stanley
  Rochester, MN

Other Businesses

(1) Name of Business: Scouting America - Gamehaven Council Address: 511 Northern Hills Drive NE Suite #2, Rochester, MN, 55906, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member, Committee Member Investment Related: Yes Start Date: 01/01/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Provide oversight, guidance, and support of leadership and the organization. (2) Name of Business: Think Financial Planning Address: 5200 Members Pkwy NW, Rochester, MN, 55901-8381, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/05/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2026-03-13

Designations

• Certified Financial Planner