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Barry Alan Phillips

Snyder Wealth Group

Medford, NY

Great Neck, NY

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Current Employers
Snyder Wealth Group

1733 N Ocean Ave Suite B, Medford, NY 11763 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-11-18
  • NY RA
    APPROVED
    Since 2021-11-18

Branch Locations

1733 N Ocean Ave Suite B, Medford, NY 11763 • United States

505 Northern Boulevard Suite 204, Great Neck, NY 11021 • 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
Royal Alliance Associates, Inc. Uniondale NY 06/1999 06/2023
Long Island Financial Advisors, Inc. Medford NY 10/2010 11/2021
Snyder Wealth Management Great Neck NY 11/2021 Present
Osaic Wealth, Inc. Westtown NY 06/2023 Present
  • 06/1999 → 06/2023
    Royal Alliance Associates, Inc.
    Uniondale, NY
  • 10/2010 → 11/2021
    Long Island Financial Advisors, Inc.
    Medford, NY
  • 11/2021 → Present
    Snyder Wealth Management
    Great Neck, NY
  • 06/2023 → Present
    Osaic Wealth, Inc.
    Westtown, NY
Previous Registrations
  • 2021-04-16 → 2021-12-31
    Long Island Financial Advisors, Inc.
    Great Neck, NY
    Medford, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-02-14
  • S63 Uniform Securities Agent State Law Examination
    1992-02-14
Other Names
  • Barry A Phillips

View on SEC IAPD

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Other Investors

PAUL RAYMOND MORAN
LOUIS SAL ALFANO
RAYMOND VINCENT PASSARO
CHRISTOPHER JONATHAN IPPOLITO
ERIC ROSS TAITZ
Alan IRWIN Tanenblatt
MARK CHRISTOPHER PARROTT
MARK JEFFREY SNYDER

Other Offices

LPL FINANCIAL LLC · MEDFORD, NY
OSAIC WEALTH, INC. · MEDFORD, NY
BLACKRIDGE ASSET MANAGEMENT, LLC · Medford, NY
PLANMEMBER SECURITIES CORPORATION · FARMINGVILLE, NY
LPL FINANCIAL LLC · FARMINGVILLE, NY
J.P. MORGAN SECURITIES LLC · MEDFORD, NY
LPL FINANCIAL LLC · FARMINGVILLE, NY
ALLSTATE FINANCIAL ADVISORS, LLC · Farmingville, NY

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