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Colton Snyder

Strategic Advisers LLC

Westerville, OH

Columbus, OH

CRD 8034619

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-13
OH RA APPROVED 2025-06-17
  • TX RA
    APPROVED
    Since 2026-03-13
  • OH RA
    APPROVED
    Since 2025-06-17

Branch Locations

Westerville, OH • United States

1324 Polaris Pkwy Polaris Fashion Place, Columbus, OH 43240-2038 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Columbus OH 01/2025 Present
Wooster Parks And Recreation Wooster OH 11/2017 09/2019
Behrs Buildings Dalton OH 09/2023 01/2025
Buddy Barton Auctioneers Cleveland OH 08/2021 05/2023
Walmart Wooster OH 12/2021 01/2022
Scotts Lawn Care Wooster OH 04/2020 08/2021
Vector Marketing Cleveland OH 01/2023 08/2023
The Ohio State University Columbus OH 08/2023 09/2024
Triway Youth Baseball Wooster OH 05/2018 08/2021
Snagit Llc Columbus OH 09/2023 11/2023
Triway Junior High School Wooster OH 01/2015 11/2017
  • 01/2025 → Present
    Fidelity Investments
    Columbus, OH
  • 11/2017 → 09/2019
    Wooster Parks And Recreation
    Wooster, OH
  • 09/2023 → 01/2025
    Behrs Buildings
    Dalton, OH
  • 08/2021 → 05/2023
    Buddy Barton Auctioneers
    Cleveland, OH
  • 12/2021 → 01/2022
    Walmart
    Wooster, OH
  • 04/2020 → 08/2021
    Scotts Lawn Care
    Wooster, OH
  • 01/2023 → 08/2023
    Vector Marketing
    Cleveland, OH
  • 08/2023 → 09/2024
    The Ohio State University
    Columbus, OH
  • 05/2018 → 08/2021
    Triway Youth Baseball
    Wooster, OH
  • 09/2023 → 11/2023
    Snagit Llc
    Columbus, OH
  • 01/2015 → 11/2017
    Triway Junior High School
    Wooster, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-23
  • S66 Uniform Combined State Law Examination
    2025-05-23

View on SEC IAPD

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