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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-06 |
| NC | RA | APPROVED | 2024-03-05 |
| TX | RA | APPROVED | 2024-03-05 |
| NY | RA | APPROVED | 2021-04-26 |
| NJ | RA | APPROVED | 2016-04-27 |
Branch Locations
1733 North Ocean Avenue Suite B, Medford, NY 11763 • United States
1733 N Ocean Ave Suite B, Medford, NY 11763 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-25 |
| TX | RA | APPROVED | 2014-11-06 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Medford | NY | 11/1989 | Present |
| Snyder Mark J Financial Services Inc | Medford | NY | 01/1998 | Present |
| Long Island Financial Advisors, Inc | Medford | NY | 09/2002 | 12/2021 |
| Stony Brook Hillel | Stonybrook | NY | 01/2007 | Present |
1. LIFE INSURANCE SALES,FIXED ANNUITIES, BOY SCOUTS,STONY BROOK HILEL CENTER, PATCHOGUE ROTARY, JTM HOSPITAL FOUNDATION BOARD, MARK J SNYDER FINANCIAL SERVICES, INC, LONG ISLAND FINANCIAL ADVISORS, INC. ARBITRATOR WITH FINRA, RECEIVE COMPENSATION FOR THIS. 1733 NORTH OCEAN AVENUE, MEDFORD, NY 11763 2. STONYBROOK UNIVERSITY SCHOOL OF BUSINESS DEANS ADVISORY BOARD POSITION: Member NATURE: Stony Brook University of School of Business Deans Advisory Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/13/2014 ADDRESS: Harriman Hall 109, Stony Brook University, Stony Brook NY 11794-3775 DESCRIPTION: Will be on the Deans Advisory Board as a Member 3. MARK J SNYDER FINANCIAL SERVICES INC. POSITION: President NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/01/1991 ADDRESS: 1733 North Ocean Ave, Medford NY 11763 DESCRIPTION: Manage clients accts 4. JTM FOUNDATION BOARD POSITION: Treasurer NATURE: JTM Foundation Board INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/13/2015 ADDRESS: 75 North Country Road, Port Jefferson NY 11777 DESCRIPTION: I am the Treasurer of the Foundation Board My duties are to sign the Tax return. No check writing. It does not involve any investment advice. I am the representative on a brokerage account that is for donations of stocks and mustal funds. The board (not me)gives the instictuions to liquidate the donations and to send a check for the proceeds. It does no hold any other investments. 5. SNYDER CAPITAL MANAGEMENT POSITION: Owner NATURE: DBA name INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2019 ADDRESS: 1733 North Ocean Avenue, Suite B, Medford NY 11763 DESCRIPTION: this I our new DBA name All advisory business will remain under Mark J Snyder Financial Services, Inc. 6. EAST END FUNDING POSITION: INACTIVE PARTNER NATURE: TO PROVIDE FUNDS TO A COMPANY THAT BUYS FORECLOSED HOMES, REFURBISHES, SELLS AND PAYS INTEREST FOR THE MONIES LOANDED WHEN THE HOME IS SOLD. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/23/2013 ADDRESS: 6 Moriches Middle Island Road, East Moriches NY 11940 DESCRIPTION: TO PROVIDE FUNDS TO THE COMPANY THAT BUYS FORCLOSED HOMES, REFURBHESES, SELLS AND PAYS INTEREST FOR THE MONIES LOANED WHEN THE HOME IS SOLD 7. PORT JEFFERSON ROTARY CLUB POSITION: member NATURE: To meet with other area businesses INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/05/2022 ADDRESS: 176 North Country Road, Mt. Sinai NY 11766 DESCRIPTION: No Duties other than active membership 8. FINRA ARBITRATOR POSITION: Other - Arbitrator NATURE: Other - Arbitrator INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2009 ADDRESS: 1733 North Ocean Avenue Medford, NY 11763, Medford NY 11763 DESCRIPTION: Arbitrator to hear both sides of the case. 9. MARK J SNDER FINANCIAL SERVICES INC POSITION: Other - Vice Chair of Trust Committee of the SCC BSA NATURE: Corporation Registered Investment Adviser - INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/15/1991 ADDRESS: 1733 North Ocean Avenue, Medford NY 11763 DESCRIPTION: make investment decisions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-26 |
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