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Joshua James Snoddy

HIGHROAD WEALTH ADVISORS, LLC·COOS BAY, Oregon
SIE, Series 7, Series 66Clean record18 years registeredHIGHROAD WEALTH ADVISORS, LLC
170 S. 2ND STREET, SUITE 201, COOS BAY, OR 97420CRD# 5446837Firm CRD# 331566

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joshua James Snoddy · COOS BAY, OR
Registration
CRD #5446837 · HIGHROAD WEALTH ADVISORS, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

HIGHROAD WEALTH ADVISORS, LLC
Aug 2024 – present
WELLS FARGO ADVISORS
Feb 2014 – Aug 2024
COOS BAY, OR
MORGAN STANLEY
Jun 2009 – Feb 2014
COOS BAY, OR
CITIGROUP GLOBAL MARKETS INC.
Feb 2008 – Jun 2009
COOS BAY, OR
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · February 5, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HIGHROAD WEALTH ADVISORS, LLC
CRD 331566 · SEC 801-130463
AUM
$131M
Regulatory assets under management
Employees
2
212 client accounts
Services offered by HIGHROAD WEALTH ADVISORS, 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 HIGHROAD WEALTH ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Joshua James Snoddy offer?
Joshua James Snoddy specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in COOS BAY, Oregon for a consultation.
What are Joshua James Snoddy's credentials?
Joshua James Snoddy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua James Snoddy located?
Joshua James Snoddy is based in COOS BAY, Oregon, working with HIGHROAD WEALTH ADVISORS, LLC. Their office serves clients in the COOS BAY metropolitan area and surrounding communities.
How does Joshua James Snoddy charge for services?
Joshua James Snoddy'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 HIGHROAD WEALTH ADVISORS, LLC?
HIGHROAD WEALTH ADVISORS, LLC has approximately 2 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HIGHROAD WEALTH ADVISORS, LLC

Jason Maurice Finnigan
COOS BAY, OR

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
PORTLAND (296)LAKE OSWEGO (96)BEND (36)EUGENE (32)SALEM (30)BEAVERTON (21)MEDFORD (15)CLACKAMAS (14)JACKSONVILLE (8)GRANTS PASS (8)
City Guides
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Research
Advisor Fees in OregonNational Fee Analysis
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