Unclaimed Profile

Scott Roger Snyder

NEWTON ONE INVESTMENTS LLC·NEWARK, Delaware

SIE, Series 7, Series 24, Series 66CFP CFAClean record20 years registeredNEWTON ONE INVESTMENTS LLC

131 CONTINENTAL DRIVE, NEWARK, DE 19713-0000CRD# 2757979Firm CRD# 147048

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Scott Roger Snyder · NEWARK, DE

Registration

CRD #2757979 · NEWTON ONE INVESTMENTS LLC · 20 years registered

Brand Profile

Not yet started

Career History

N1 ADVISORS

Sep 2008 – present

M HOLDINGS SECURITIES, INC.

Nov 2005 – May 2011

NEWARK, DE

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · November 21, 2005

Years registered · 20

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEWTON ONE INVESTMENTS LLC

CRD 147048 · SEC 801-69525

AUM

$346M

Regulatory assets under management

Employees

450 client accounts

Services offered by NEWTON ONE INVESTMENTS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NEWTON ONE INVESTMENTS LLC →

Introduction

Speak with Scott

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Scott is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NEWARK?

Browse all registered financial advisors in NEWARK, Delaware or claim this profile if it's yours.

Browse NEWARK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Scott Roger Snyder offer?

Scott Roger Snyder specializes in Financial Planning, Investment Management. Contact their office in NEWARK, Delaware for a consultation.

What are Scott Roger Snyder's credentials?

Scott Roger Snyder holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Scott Roger Snyder located?

Scott Roger Snyder is based in NEWARK, Delaware, working with NEWTON ONE INVESTMENTS LLC. Their office serves clients in the NEWARK metropolitan area and surrounding communities.

How does Scott Roger Snyder charge for services?

Scott Roger Snyder's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEWTON ONE INVESTMENTS LLC?

NEWTON ONE INVESTMENTS LLC has approximately 6 employees and manages $346M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →