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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 2021-09-09
  • NY RA
    APPROVED
    Since 2021-09-09

Branch Locations

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

Disclosures

2 disclosure categories 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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Royal Alliance Associates Medford NY 11/2010 Present
Mark J. Snyder Financial Services Inc. Medford NY 11/2010 Present
  • 11/2010 → Present
    Royal Alliance Associates
    Medford, NY
  • 11/2010 → Present
    Mark J. Snyder Financial Services Inc.
    Medford, NY
Previous Registrations
  • 2007-04-02 → 2008-07-09
    Morgan Stanley & Co. Llc
    Melville, NY
  • 2002-12-20 → 2007-04-02
    Morgan Stanley Dw Inc.
    Melville, NY
    Melville, NY
Other Businesses

1) ERIC TAITZ; INVESTMENT-RELATED; 1731 NORTH OCEAN AVENUE, MEDFORD, NY 11763; SOLE PROPRIETORSHIP; OWNER; STARTED 04/09/2013; 2 HOURS/ 2 SECURITIES HOURS; WORK CRUMP INSURANCE AND CLIENT TO OBTAIN LIFE INSURANCE. MARK J. SNYDER FIANCIAL SERVICES, INC. FOR ADVISORY BUSINESS 5/6 BUSINESS HOURS 2) RACLA, 222 MIDDLE ROAD, OWNER, 28-MAR-2014, 1, 0, OWNER RACLA POSITION: OWNER NATURE: CORPORATION SUB CHAPTER S INVESTMENT RELATED: NO NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 03/28/2014 ADDRESS: 222 MIDDLE ROAD, BLUE POINT NY 11715 DESCRIPTION: OWNER 3) MCARTHUR BUSINESS ALLIANCE POSITION: Member NATURE: Not for Profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/25/2018 ADDRESS: PO Box 472, Bohemia NY 11716, United States DESCRIPTION: No Duties

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-03
S63 Uniform Securities Agent State Law Examination 1983-09-06
  • S65 Uniform Investment Adviser Law Examination
    2021-09-03
  • S63 Uniform Securities Agent State Law Examination
    1983-09-06

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