Aaron
Snyder

Mercer Global Advisors Inc

CRD#7411916
Investment Advisor
in Newark, DE

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About this Advisor

Aaron Snyder is a financial advisor based in Newark, Delaware, working with Mercer Global Advisors Inc. Aaron has previously held positions at Mallard Financial Partners, University Of Delaware Football, Stone Balloon, Washington Street Ale House, Bayshore Transportation, Sullivan's Steakhouse, University Of Delaware, and Mercer Global Advisors Inc. Aaron has passed the Series 65 regulatory exam and is registered to provide services in Delaware. Currently, Aaron is part of Mercer Global Advisors Inc, which operates out of Newark, Delaware. The firm has 83 offices and 1,020 employees. The firm manages assets totaling $45.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Mercer Global Advisors Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

750 Barksdale Road
Newark, DE 19711

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Mercer Global Advisors Inc Brokerage Details

Total Assets Under Management

$45,350,198,548

DE Average: $2,349,664,866
Total Number of Employees

1,020

DE Average: 28
Total Number of Accounts

86,945

DE Average: 1,101
Average Account Size

$521,596

DE Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Aaron Snyder Work History

2023 - Present (1 year)

Mercer Global Advisors Inc

2019 - 2023 (4 years)

Mallard Financial Partners

2018 - 2018 (< 1 year)

University Of Delaware Football

2017 - 2018 (1 year)

Stone Balloon

2016 - 2016 (< 1 year)

Washington Street Ale House

2016 - 2017 (1 year)

University Of Delaware

2015 - 2015 (< 1 year)

Bayshore Transportation

2015 - 2016 (1 year)

University Of Delaware

2013 - 2015 (2 years)

Sullivan'S Steakhouse

Disclosures

Please visit the SEC profile of Aaron Snyder to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mercer Global Advisors Inc

Kevin Dillon
Wayne, PA
Jennifer Kachmar
Denver, CO
Harold Minton
Houston, TX
James Telfer
Denver, CO
Brett Thomas
Dallas, TX
David Haman
Wayne, PA
Mendim Gecaj
New York, NY
Aaron Bauer
Appleton, WI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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