Mark J Snyder Financial Services Inc

Investment Advisor
in Medford, NY

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About this Advisor

Boyan Doytchinov is a certified financial planner and chartered financial analyst operating out of Medford, New York who has 2 years of relevant experience. Doytchinov is an employee of Mark J Snyder Financial Services Inc. Throughout their career, they have worked at Mark J. Snyder Financial Services, Inc, Royal Alliance and Altfest Personal Wealth Management. Doytchinov holds a Series 63 license, certifying them as a securities agent, and is registered to work in New York. Mark J Snyder Financial Services Inc is a registered investment company based in Medford, NY. The firm has offices in six locations and a total of 11 advisors. It has $285 million in total assets between its 1,177 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,177 accounts, just 5% are associated with high-net-worth investors who have more than $1 million in assets. Mark J Snyder Financial Services Inc performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management are based on which service is offered. However, fee types billed by Mark J Snyder Financial Services Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

2 years

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1733 N Ocean Ave Suite B
Medford, NY 11763

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Mark J Snyder Financial Services Inc Brokerage Details

Total Assets Under Management


NY Average: $7,464,549,021
Total Number of Employees


NY Average: 88
Total Number of Accounts


NY Average: 3,892
Average Account Size


NY Average: $1,917,921

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

Boyan Doytchinov Work History

Boyan has been registered as a financial advisor for 2 years.*

2022 - Present (2 years)

Royal Alliance

2019 - Present (5 years)

Mark J. Snyder Financial Services, Inc

2014 - 2019 (5 years)

Altfest Personal Wealth Management

2012 - 2014 (2 years)

Royal Alliance

2009 - 2014 (5 years)

Mark J. Snyder Financial Services, 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 Boyan Doytchinov 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 Mark J Snyder Financial Services Inc

Christopher Ippolito
Medford, NY
Eric Taitz
Medford, NY
Boyan Doytchinov
Medford, NY
John Passaro
Manorville, NY
Raymond Passaro
Mastic, NY
Barry Phillips
Medford, NY
Edward Secker
Medford, NY
Alan Tanenblatt
Medford, NY

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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