James David Snyder

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

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

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

Current Employers

Employment History

• 06/2016 → 09/2022
  Executive Wealth Counselors
  Pittsburgh, PA
• 10/2022 → 10/2024
  Mariner Wealth Advisors
  Pittsburgh, PA
• 04/2025 → Present
  Wealth Enhancement Group
  Pittsburgh, PA
• 04/2025 → Present
  Wealth Enhancement Advisory Services
  Pittsburgh, PA
• 11/2024 → 03/2025
  Unemployed
  Pittsburgh, PA

Previous Registrations

• 2022-10-03 → 2024-10-15
  Mariner
  Pittsburgh, PA
• 2016-06-09 → 2022-10-17
  Executive Wealth Counselors, Llc
  Pittsburgh, PA
• 2014-01-27 → 2014-12-12
  Park Avenue Securities Llc
  Pittsburgh, PA

Other Businesses

1. YMCA OF BEAVER COUNTY, SINCE 01/2021 - SPENDS 4 HOURS PER MONTH WITH 2 HOURS DIRING TRADING - TRUSTEE - SERVES ON THE BOARD OF TRUSTEES 2. PITTSBURGH PUBLIC THEATER. SINCE 06/2021 - SPENDS 4 HOURS PER MONTH WITH 2 HOURS DURING TRADING - TRUSTEE - SERVES ON THE BOARD OF TRUSTEES AND AUDIT AND FINANCE COMMITTEE, ALSO THE INVESTMENT SUBCOMITTEE CHAIR.

Exams

• S66 Uniform Combined State Law Examination
  2013-12-17

Designations

• Certified Financial Planner
• Chartered Financial Analyst