William
Snider

Broadoak Asset Management, LLC

CRD#2553714
Investment Advisor
in Bethesda, MD

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About this Advisor

William Snider is a chartered financial analyst based in Bethesda, Maryland who has 11 years of relevant experience. Snider is currently employed by Broadoak Asset Management, LLC. They have spent their whole career at Broadoak Asset Management, Llc. Snider holds a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in Maryland. Broadoak Asset Management, LLC is an advisory company that has its headquarters in Bethesda, MD. It oversees $289 million in total assets across its seven accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The business provides portfolio management for pooled investment vehicles. Fees charged by financial advisors vary depending on the type of services. Fees charged by Broadoak Asset Management, LLC may include asset-based and performance-based fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Years Registered*

11 years

Services Offered

Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

4800 Montgomery Lane Suite 230
Bethesda, MD 20814

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Broadoak Asset Management, LLC Brokerage Details

Total Assets Under Management

$289,056,170

MD Average: $6,889,882,315
Total Number of Employees

10

MD Average: 45
Total Number of Accounts

7

MD Average: 765
Average Account Size

$41,293,739

MD Average: $9,006,382

Investment Advisory Services

  • Portfolio management for pooled investment vehicles

William Snider Work History

William has been registered as a financial advisor for 11 years.*

2007 - Present (17 years)

Broadoak Securities

*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.

Disclosures

Please visit the SEC profile of William Snider 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 Broadoak Asset Management, LLC

Sean Reusch
Bethesda, MD
Aaron Fisher
Bethesda, MD
Michael Caspani
Bethesda, MD
Daniel Friedman
Bethesda, MD
Holly Atallah
Bethesda, MD
Bryan Poltilove
Bethesda, MD
William Snider
Bethesda, MD

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 profile-compliance@smartasset.com.

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