Eric
Taitz

Mark J Snyder Financial Services Inc

CRD#1157988
Investment Advisor
in Medford, NY

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About this Advisor

Eric Taitz is a financial advisor operating out of Medford, New York who has 2 years of industry experience. Taitz is an advisor for Mark J Snyder Financial Services Inc. The advisor has gained experience at Royal Alliance Associates and Mark J. Snyder Financial Services Inc. Taitz holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in New York. Mark J Snyder Financial Services Inc is a registered investment company operating out of Medford, NY. The firm has offices in six locations and a total of 11 advisors. It manages $285 million in total assets across its 1,177 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 1,177 accounts, just 5% are held by high-net-worth clients who have at least $1 million in investable assets. Mark J Snyder Financial Services Inc provides a number 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 largely vary depending on the financial services offered. Fees billed by Mark J Snyder Financial Services Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

$284,690,011

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

11

NY Average: 88
Total Number of Accounts

1,177

NY Average: 3,892
Average Account Size

$241,878

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

Eric Taitz Work History

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

2010 - Present (14 years)

Royal Alliance Associates

2010 - Present (14 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.

Disclosures

Please visit the SEC profile of Eric Taitz 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 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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