Kirk Snyder

Current Employers

Employment History

• 02/2013 → 11/2024
  Morgan Stanley
  Rolling Hills Est, CA
• 01/2015 → 11/2024
  Morgan Stanley Private Bank, National Association
  New York, NY
• 11/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 11/2024 → Present
  Sovran Advisors, Llc
  Costa Mesa, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2013-02-15 → 2024-11-27
  Morgan Stanley
  El Segundo, CA
  Rolling Hills Estates, CA
• 2010-05-11 → 2013-02-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  El Segundo, CA
• 2001-10-11 → 2009-01-29
  Netassetmanagement, Inc.
  Los Angeles, CA

Other Businesses

1. NAME OF OTHER BUSINESS: SOVRAN ADVISORS, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES START DATE: 11/2024 POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 06/2010 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS

Exams

• S66 Uniform Combined State Law Examination
  2010-05-10
• S63 Uniform Securities Agent State Law Examination
  1997-05-09
• S65 Uniform Investment Adviser Law Examination
  1994-08-22

Designations

Other Names

• Kirk Floyd Snyder