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Scott James Snyder

ACADIA LEGACY GROUP, LLC·CLIVE, Iowa
Series 7, Series 63Clean record14 years registeredACADIA LEGACY GROUP, LLC
1820 NW 118TH STREET, CLIVE, IA 50325CRD# 1812094Firm CRD# 291481

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott James Snyder · CLIVE, IA
Registration
CRD #1812094 · ACADIA LEGACY GROUP, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

ACADIA LEGACY GROUP
Dec 2017 – present
FOSTER GROUP, INC.
Aug 2013 – Dec 2017
WEST DES MOINES, IA
WELLS FARGO ADVISORS, LLC
Oct 2011 – Sep 2013
DES MOINES, IA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · October 26, 2011
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ACADIA LEGACY GROUP, LLC
CRD 291481 · SEC 801-123713
AUM
$110M
Regulatory assets under management
Employees
4
46 client accounts
Services offered by ACADIA LEGACY GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ACADIA LEGACY GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Scott James Snyder offer?
Scott James Snyder specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLIVE, Iowa for a consultation.
What are Scott James Snyder's credentials?
Scott James Snyder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott James Snyder located?
Scott James Snyder is based in CLIVE, Iowa, working with ACADIA LEGACY GROUP, LLC. Their office serves clients in the CLIVE metropolitan area and surrounding communities.
How does Scott James Snyder charge for services?
Scott James Snyder's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACADIA LEGACY GROUP, LLC?
ACADIA LEGACY GROUP, LLC has approximately 4 employees and manages $110M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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