Tyler
Snyder

Eversource Wealth Advisors, LLC

CRD#7817307
Investment Advisor
in Spokane, WA

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About this Advisor

Tyler Snyder is a financial advisor based in Spokane, Washington, working with Eversource Wealth Advisors, LLC. Tyler has previously held positions at Grady Financial Network, Pierce Lane Partners, and Trimet. Tyler has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, Tyler is part of Eversource Wealth Advisors, LLC, which operates out of Spokane, Washington. The firm has 21 offices and 59 employees. The firm manages assets totaling $2.7 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, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eversource Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

609 N Argonne Road Suite A
Spokane, WA 99212

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Eversource Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$2,694,361,660

WA Average: $1,620,585,161
Total Number of Employees

59

WA Average: 52
Total Number of Accounts

8,119

WA Average: 1,560
Average Account Size

$331,859

WA Average: $1,038,837

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Tyler Snyder Work History

2023 - Present (1 year)

Grady Financial Network

2023 - 2023 (< 1 year)

N/A

2022 - 2023 (1 year)

Pierce Lane Partners

2009 - 2022 (13 years)

Trimet

Disclosures

Please visit the SEC profile of Tyler Snyder 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 Eversource Wealth Advisors, LLC

Ezekiel Ortiz-Clark
Knoxville, TN
James Vandenheuvel
Jacksonville, FL
John Burch
Birmingham, AL
Micky Reeves
Mckinney, TX
Jonathan Tue
Jacksboro, TN
Kelly Conner Haslbeck
Fairfax, VA
Jack Morris
Birmingham, AL
James Miller
Birmingham, AL

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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