Randy Jacob Snyder

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 05/2012 → 09/2017
  Morgan Stanley Smith Barney
  Palm Harbor, FL
• 01/2015 → 09/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 09/2017 → Present
  Wells Fargo Clearing Services, Llc
  Trinity, FL

Previous Registrations

• 2012-08-01 → 2017-09-05
  Morgan Stanley
  Palm Harbor, FL

Exams

• S66 Uniform Combined State Law Examination
  2012-07-30

Designations

• Certified Financial Planner