Southbridge Advisors, LLC

Investment Advisor
in Marietta, GA

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About this Advisor

Jerold Sniderman is a financial advisor who works in Marietta, Georgia who has 4 years of relevant experience. Sniderman is an advisor for Southbridge Advisors, LLC. Over the course of their career, they have held roles at The Sniderman Group, LLC, Triad Advisors, Inc, Wealth & Pension Services Group, Inc, Sniderman Wealth Management, LLC and Southbridge Advisors, LLC. Sniderman holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Georgia. Southbridge Advisors, LLC is a registered investment business based out of Marietta, GA. The firm has a total of six financial advisors. It controls $250 million in assets among its 393 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm advises two charitable organizations. Of its 393 accounts, 31% belong to high-net-worth individuals who have at least $1 million in assets. The business provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees typically vary depending on which services the firm provides the client. Fees charged by Southbridge Advisors, LLC most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

533 Johnson Ferry Road Suite 200
Marietta, GA 30068

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Southbridge Advisors, LLC Brokerage Details

Total Assets Under Management


GA Average: $3,570,121,308
Total Number of Employees


GA Average: 58
Total Number of Accounts


GA Average: 1,608
Average Account Size


GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jerold Sniderman Work History

Jerold has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Southbridge Advisors, LLC

2009 - Present (15 years)

Wealth & Pension Services Group, Inc

2009 - Present (15 years)

Sniderman Wealth Management, LLC

2003 - Present (21 years)

The Sniderman Group, LLC

2009 - 2018 (9 years)

Triad Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Jerold Sniderman 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 Southbridge Advisors, LLC

Michael Fields
Marietta, GA
Robert Donnell
Marietta, GA
George Richerson
Marietta, GA
Jane Nowak
Marietta, GA
Louis Brown
Marietta, GA
Jerold Sniderman
Marietta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. 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

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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