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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 2021-11-18
  • NY RA
    APPROVED
    Since 2021-11-18

Branch Locations

Manorville, NY • United States

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

Disclosures

3 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 No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Royal Alliance Associate, Inc. Glen Clove NY 02/2002 Present
Long Island Financial Advisors, Inc. Medford NY 05/2003 11/2021
Mark J Snyder Financiak Services Inc. Medford NY 11/2021 Present
  • 02/2002 → Present
    Royal Alliance Associate, Inc.
    Glen Clove, NY
  • 05/2003 → 11/2021
    Long Island Financial Advisors, Inc.
    Medford, NY
  • 11/2021 → Present
    Mark J Snyder Financiak Services Inc.
    Medford, NY
Previous Registrations
  • 2021-04-16 → 2021-12-31
    Long Island Financial Advisors, Inc.
    Medford, NY
    Manorville, NY
Other Businesses

1) JOHN PASSARO; INVESTMENT RELATED; 14 VICTORIA LANE MANORVILLE NY 11949; STATUTORY AGENT; STARTED 01/01/2006; 1 HR/MTH; 0 HRS/MTH DURING ST HOURS; LIFE INSURANCE SALES. FIXED ANNUITY SALES. 2) JOHN PASSARO; NON-INVESTMENT; 14 VICTORIA LANE MANORVILLE NY 11949; OWNER; STARTED 01/01/2005; 2 HRS/MTH; 0 HRS/MTH DURING ST HOURS; PREPARATION OF TAX RETURNS. 3) JOHN PASSARO; NOT INVESTMENT-RELATED; 14 VICTORIA LANE; AUTHOR; STARTED 06/06/2013; 16 HOURS/ 0 SECURITIES; AUTHOR. 4) JOHN PASSARO POSITION: Caregiver NATURE: Individual INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2016 ADDRESS: 14 Victoria Lane, Manorville NY 11949, United States DESCRIPTION: I am a caregiver for my daughter who is [REDACTED] and [REDACTED] suffering from a [REDACTED] injury. She requires 24-hour care 365 days a year. I change her, feed her, suction her, monitor her, exercise her and provide any and all health care to help her survive as she is [REDACTED] and [REDACTED]. Predominately the hours I provide these services are from midnight to 6 am. 5) JOHN PASSARO POSITION: Owner NATURE: Buy and Sell Sports Cards INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/30/2020 ADDRESS: 14 Victoria Lane, Manorville NY 11949-2030, United States DESCRIPTION: Buy and Sell sports cards as a hobby. 6) MARK J SNYDER FINANCIAL SERVICES INC. POSITION: Ower NATURE: Investment Advisory Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2022 ADDRESS: 14 Victoria Ln, Manorville NY 11949, United States DESCRIPTION: Investment Advisor

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-11-04
  • S63 Uniform Securities Agent State Law Examination
    1986-11-04

View on SEC IAPD

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