Colby
Snyder

Clear Brook Advisors, Inc

CRD#7053084
Investment Advisor
in Boston, MA

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About this Advisor

Colby Snyder is a financial advisor based in Boston, Massachusetts, working with Clear Brook Advisors, Inc. Colby has previously held positions at Clear Brook Advisors, Inc, University Of Vermont, and Archbishop Spalding High School. Colby has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Colby is part of Clear Brook Advisors, Inc, which operates out of Boston, Massachusetts. The firm has 7 employees and manages assets totaling $941.1 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Clear Brook Advisors, Inc includes fixed and other fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Fixed Fees, Others

Office Location

420 Boylston Street 5Th Floor
Boston, MA 02116

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Clear Brook Advisors, Inc Brokerage Details

Total Assets Under Management

$941,100,000

MA Average: $16,012,751,954
Total Number of Employees

7

MA Average: 118
Total Number of Accounts

31

MA Average: 4,567
Average Account Size

$30,358,065

MA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Colby Snyder Work History

2018 - Present (7 years)

Clear Brook Advisors, Inc

2014 - 2018 (4 years)

University Of Vermont

2010 - 2014 (4 years)

Archbishop Spalding High School

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Disclosures

Please visit the SEC profile of Colby 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 Clear Brook Advisors, Inc

Ryan Landgraf
Boston, MA
Alexander Munnell
Boston, MA
Colby Snyder
Boston, MA
C. Strachan
Boston, MA

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