Edward
Snitzer

Prudent Management Associates

CRD#1392848
Investment Advisor
in Philadelphia, PA

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About this Advisor

Edward Snitzer is a financial advisor based in Philadelphia, Pennsylvania, working with Prudent Management Associates. Edward has previously held positions at Keystone Development Services Inc, Els Counselors Inc, Prudent Management Associates, and Prudent Brokerage Associates. Edward has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania. Currently, Edward is part of Prudent Management Associates, which operates out of Philadelphia, Pennsylvania. The firm has 13 employees and manages assets totaling $1.1 billion. The firm 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, and portfolio management for institutional clients. The fee structure at Prudent Management Associates includes asset-based fees.

Certifications and Registrations

Series 63

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

1735 Market Street Suite 3902
Philadelphia, PA 19103-7598

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Prudent Management Associates Brokerage Details

Total Assets Under Management

$1,052,758,169

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

13

PA Average: 41
Total Number of Accounts

630

PA Average: 3,342
Average Account Size

$1,671,045

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

Edward Snitzer Work History

1983 - Present (41 years)

Prudent Brokerage Associates

1983 - Present (41 years)

Prudent Management Associates

1982 - Present (42 years)

Prudent Management Associates

1981 - Present (43 years)

Keystone Development Services Inc

1981 - Present (43 years)

Els Counselors Inc

Disclosures

Please visit the SEC profile of Edward Snitzer 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 Prudent Management Associates

Daniel Berkowitz
Philadelphia, PA
Keith Hardman
Philadelphia, PA
Richard Lerch
Philadelphia, PA
Fred Snitzer
Philadelphia, PA
Edward Snitzer
Philadelphia, PA

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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