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Mark Jeffrey Snyder

MARK J SNYDER FINANCIAL SERVICES INC·MEDFORD, New York
SIE, Series 6, Series 7, Series 22, Series 24, Series 51, Series 63, Series 65ChFC20 years registeredMARK J SNYDER FINANCIAL SERVICES INC
1733 N OCEAN AVE, MEDFORD, NY 11763CRD# 1003418Firm CRD# 106425

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Jeffrey Snyder · MEDFORD, NY
Registration
CRD #1003418 · MARK J SNYDER FINANCIAL SERVICES INC · 20 years registered
Brand Profile
Not yet started
01

Career History

OSAIC WEALTH, INC.
Apr 2016 – present
SNYDER WEALTH GROUP
Nov 2014 – present
LONG ISLAND FINANCIAL ADVISORS, INC.
Mar 2021 – Dec 2021
MEDFORD, NY
SNYDER MARK J FINANCIAL SERVICES INC
Mar 2006 – Dec 2006
MEDFORD, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 22
Series 24
Series 51
Series 63
Series 65
Registration record
First registered · March 17, 2006
Years registered · 20
Professional designation · ChFC
03

Disclosure History

2019Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
MARK J SNYDER FINANCIAL SERVICES INC
CRD 106425 · SEC 801-38888
AUM
$345M
Regulatory assets under management
Employees
10
1,019 client accounts
Services offered by MARK J SNYDER FINANCIAL SERVICES INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MARK J SNYDER FINANCIAL SERVICES INC →
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05

Frequently Asked Questions

What services does Mark Jeffrey Snyder offer?
Mark Jeffrey Snyder specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MEDFORD, New York for a consultation.
What are Mark Jeffrey Snyder's credentials?
Mark Jeffrey Snyder holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Mark Jeffrey Snyder located?
Mark Jeffrey Snyder is based in MEDFORD, New York, working with MARK J SNYDER FINANCIAL SERVICES INC. Their office serves clients in the MEDFORD metropolitan area and surrounding communities.
How does Mark Jeffrey Snyder charge for services?
Mark Jeffrey 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 MARK J SNYDER FINANCIAL SERVICES INC?
MARK J SNYDER FINANCIAL SERVICES INC has approximately 10 employees and manages $345M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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