Unclaimed Profile

Byron Brand Snider

WEST OAK CAPITAL, LLC·EAGLE, Idaho

Series 7, Series 24, Series 63Clean record21 years registeredWEST OAK CAPITAL, LLC

1028 S. BRIDGEWAY PLACE, EAGLE, ID 83616CRD# 1769321Firm CRD# 128473

Profile Verification

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

Identity

Byron Brand Snider · EAGLE, ID

Registration

CRD #1769321 · WEST OAK CAPITAL, LLC · 21 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Sep 2025 – present

WEST OAK CAPITAL, LLC

May 2005 – Dec 2025

EAGLE, ID

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · May 31, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEST OAK CAPITAL, LLC

CRD 128473 · SEC 801-62367

AUM

$440M

Regulatory assets under management

Employees

328 client accounts

Services offered by WEST OAK CAPITAL, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WEST OAK CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Byron Brand Snider offer?

Byron Brand Snider specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in EAGLE, Idaho for a consultation.

What are Byron Brand Snider's credentials?

Byron Brand Snider is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Byron Brand Snider located?

Byron Brand Snider is based in EAGLE, Idaho, working with WEST OAK CAPITAL, LLC. Their office serves clients in the EAGLE metropolitan area and surrounding communities.

How does Byron Brand Snider charge for services?

Byron Brand Snider's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEST OAK CAPITAL, LLC?

WEST OAK CAPITAL, LLC has approximately 8 employees and manages $440M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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