Unclaimed Profile

Eric Michael Sneider

BROMFIELD SNEIDER WEALTH ADVISORS, INC.·WESTWOOD, Massachusetts

Series 7, Series 66Clean record22 years registeredBROMFIELD SNEIDER WEALTH ADVISORS, INC.

200 LOWDER BROOK DRIVE, WESTWOOD, MA 02090CRD# 1836085Firm CRD# 125623

Profile Verification

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

Identity

Eric Michael Sneider · WESTWOOD, MA

Registration

CRD #1836085 · BROMFIELD SNEIDER WEALTH ADVISORS, INC. · 22 years registered

Brand Profile

Not yet started

Career History

MODERA WEALTH MANAGEMENT, LLC

Jul 2024 – present

BROMFIELD SNEIDER WEALTH ADVISORS, INC.

Aug 2004 – Jul 2024

WESTWOOD, MA

LINSCO/PRIVATE LEDGER CORP.

Sep 2003 – Jan 2007

CAMBRIDGE, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · September 5, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BROMFIELD SNEIDER WEALTH ADVISORS, INC.

CRD 125623 · SEC 801-67397

AUM

$437M

Regulatory assets under management

Employees

319 client accounts

Services offered by BROMFIELD SNEIDER WEALTH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BROMFIELD SNEIDER WEALTH ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Eric Michael Sneider offer?

Eric Michael Sneider specializes in Financial Planning, Investment Management. Contact their office in WESTWOOD, Massachusetts for a consultation.

What are Eric Michael Sneider's credentials?

Eric Michael Sneider is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Michael Sneider located?

Eric Michael Sneider is based in WESTWOOD, Massachusetts, working with BROMFIELD SNEIDER WEALTH ADVISORS, INC.. Their office serves clients in the WESTWOOD metropolitan area and surrounding communities.

How does Eric Michael Sneider charge for services?

Eric Michael Sneider'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 BROMFIELD SNEIDER WEALTH ADVISORS, INC.?

BROMFIELD SNEIDER WEALTH ADVISORS, INC. has approximately 4 employees and manages $437M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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