David
Snyder
Sfm, LLC
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About this Advisor
David Snyder is a financial advisor working in Manchester, New Hampshire with a total of 1 year of industry experience. Snyder works at Sfm, LLC. During their career, Snyder has held roles at Citizens Securities, Inc, Citizens Bank, Citizens Securities Inc and Sfm, LLC. Snyder maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Florida, Massachusetts and New Hampshire. Sfm, LLC is a registered investment business based in Manchester, NH. It oversees $240 million in total assets between its 600 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 600 accounts, 51% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The firm offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees typically depend on which services are offered. Fee types charged by Sfm, LLC can consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sfm, LLC Brokerage Details
$239,849,623
5
600
$399,749
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Snyder Work History
David has been registered as a financial advisor for 1 years.*
Sfm, LLC
Citizens Securities Inc
Citizens Bank
Citizens Securities, Inc
Citizens Securities, Inc
Citizens Bank
Citizens Bank
*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 David 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 Sfm, LLC
Manchester, NH
Manchester, NH
Manchester, NH
Manchester, NH
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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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.
