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Edward Bird Snyder

LPl Financial LLC

Pennington, NJ

CRD 1265385

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-06
PA RA APPROVED 2025-03-06
  • NJ RA
    APPROVED
    Since 2025-03-06
  • PA RA
    APPROVED
    Since 2025-03-06

Branch Locations

Pennington, NJ • 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
Ic Advisory Services Inc Pennington NJ 05/2016 03/2025
The Investment Center, Inc. Pennington NJ 05/2016 03/2025
Lpl Financial Llc Pennington NJ 03/2025 Present
  • 05/2016 → 03/2025
    Ic Advisory Services Inc
    Pennington, NJ
  • 05/2016 → 03/2025
    The Investment Center, Inc.
    Pennington, NJ
  • 03/2025 → Present
    Pennington, NJ
Previous Registrations
  • 2016-05-17 → 2025-03-06
    Ic Advisory Services, Inc.
    Pennington, NJ
    Bedminster, NJ
Other Businesses

1. 03/06/2025- Snap TPA- Third Party Administrator (TPA)- INV Related- At Reported Business Location(s)- Start date 12/01/2020- 2 Hours Per Month 2. 03/06/2025- Fixed Ins. Trails only- Non-Variable Insurance Commission Trails- INV Related- At Reported Business Location(s)- Start date 01/01/1986 3. 03/06/2025- MRP Plans Investing- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/01/2015- 160 Hours Per Month- 160 Hours During Trading 4. 03/06/2025- Real Estate Rental- INV Related- At Stockton, NJ - Start date 01/01/2014- 5 Hours Per Month 5. 03/06/2025-Bucks Quarterly Meeting of Friends- Non-Profit Board Member- Not INV Related- At Newtown, PA- Start date 07/01/2022- 1 Hour Per Month 6. 03/06/2025- Yardley Monthly Meeting of Friends- Non-Profit Board Member- Not INV Related- At Yardley, PA- Start date 01/01/2024- 10 Hours Per Month

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-09-03
  • S63 Uniform Securities Agent State Law Examination
    1985-09-03
Designations
  • Chartered Financial Consultant
Other Names
  • Edward B Snyder
  • Edward B Snyder

View on SEC IAPD

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