Claire
Snider

Stansberry Asset Management, LLC

CRD#7677919
Investment Advisor
in New York, NY

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About this Advisor

Claire Snider is a financial advisor operating out of New York, New York. Snider is on the advisory team at Stansberry Asset Management, LLC. The advisor has gained experience at Mid-Illinois Gymnastics And Dance, Jimmy The Greek'S, Johnson'S Corner, Marquette Catholic High School, Norwood Hills Country Club, University Of Kansas, Trinty In Home Care, Blue Moose, Resilience, Inc, Rozzy Learning Company, Moneta and Stansberry Asset Management. Snider holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to advise clients in New York. Stansberry Asset Management, LLC is a registered investment business headquartered in New York, NY. The firm has offices in two locations and a total of 35 advisors. It manages $678 million in total assets among its 820 customer accounts, making it one of the larger investment advisory firms in the country by assets under management. Of its 820 customer accounts, 73% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees typically depend on the type of services. Fee types billed by Stansberry Asset Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

420 Lexington Avenue Suite 2216
New York, NY 10017

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Stansberry Asset Management, LLC Brokerage Details

Total Assets Under Management

$677,957,556

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

35

NY Average: 88
Total Number of Accounts

820

NY Average: 3,892
Average Account Size

$826,778

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Claire Snider Work History

Claire has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Stansberry Asset Management

2020 - 2022 (2 years)

Moneta

2019 - 2019 (< 1 year)

Blue Moose

2019 - 2019 (< 1 year)

Resilience, Inc

2019 - 2020 (1 year)

Rozzy Learning Company

2016 - 2016 (< 1 year)

Norwood Hills Country Club

2016 - 2019 (3 years)

Trinty In Home Care

2015 - 2015 (< 1 year)

Norwood Hills Country Club

2015 - 2018 (3 years)

University Of Kansas

2014 - 2015 (1 year)

Johnson'S Corner

2013 - 2014 (1 year)

Jimmy The Greek'S

2012 - 2013 (1 year)

Mid-Illinois Gymnastics And Dance

2011 - 2015 (4 years)

Marquette Catholic High School

*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 Claire 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 Stansberry Asset Management, LLC

Jared Skinner
San Mateo, CA
Jeffrey Starr
New York, NY
William Pedersen
San Mateo, CA
Tomislav Vatavuk
San Mateo, CA
Christopher Gilmor
San Mateo, CA
Trent Sadler
New York, NY
Claire Snider
New York, NY
Christopher Delaura
New York, 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 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.

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