Alexander
Snyman

Lincoln Investment

CRD#5945884
Investment Advisor
in Bala Cynwyd, PA

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About this Advisor

Alexander Snyman is a financial advisor based in Bala Cynwyd, Pennsylvania, working with Lincoln Investment. Alexander has previously held positions at Ing Financial Partners, Inc, Mcadam Financial Group, Purshe Kaplan Sterling Investments, Mcadam LLC, Nylife Securities LLC, New York Life Insurance, Eagle Strategies LLC, Barilotti Wealth Strategies, LLC, Barilotti Wealth Strategies & Insurance Solutions, LLC, Lincoln Investment, Capital Analysts, Voya Financial Advisor, Inc, and Voya Financial Advisors, Inc. Alexander has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, Alexander is part of Lincoln Investment, which operates out of Bala Cynwyd, Pennsylvania. The firm has 325 offices and 1,297 employees. The firm manages assets totaling $17.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Lincoln Investment includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

Two Bala Plaza Suite 803
Bala Cynwyd, PA 19004

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Lincoln Investment Brokerage Details

Total Assets Under Management

$17,218,143,141

PA Average: $15,833,994,310
Total Number of Employees

1,297

PA Average: 41
Total Number of Accounts

203,427

PA Average: 3,342
Average Account Size

$84,640

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Alexander Snyman Work History

2022 - Present (2 years)

Lincoln Investment

2022 - Present (2 years)

Capital Analysts

2021 - 2022 (1 year)

Barilotti Wealth Strategies & Insurance Solutions, LLC

2015 - 2022 (7 years)

Nylife Securities LLC

2015 - 2022 (7 years)

New York Life Insurance

2015 - 2022 (7 years)

Eagle Strategies LLC

2015 - 2022 (7 years)

Barilotti Wealth Strategies, LLC

2014 - 2014 (< 1 year)

Mcadam Financial Group

2014 - 2015 (1 year)

Purshe Kaplan Sterling Investments

2012 - 2015 (3 years)

Mcadam LLC

2012 - 2014 (2 years)

Voya Financial Advisor, Inc

2012 - 2014 (2 years)

Voya Financial Advisors, Inc

2011 - 2014 (3 years)

Ing Financial Partners, Inc

Disclosures

Please visit the SEC profile of Alexander Snyman 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 Lincoln Investment

Randall Taylor
Shippensburg, PA
Annirose Womack
Verona, WI
Vereline Mcclaney
Freeport, NY
Nellie Forst
Fort Washington, PA
James Horris
Brookeville, MD
Sebastiano Mancarella
Ashburn, VA
Prabjyot Kaur
Fort Washington, PA
Devin Grayson
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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