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Curtis Wayne Snyder

TOWERCREST CAPITAL MANAGEMENT, LLC·NEWTOWN, Pennsylvania
Clean record16 years registeredTOWERCREST CAPITAL MANAGEMENT, LLC
41 UNIVERSITY DRIVE, NEWTOWN, PA 18940CRD# 2965205Firm CRD# 152069

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Curtis Wayne Snyder · NEWTOWN, PA
Registration
CRD #2965205 · TOWERCREST CAPITAL MANAGEMENT, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

TOWERCREST CAPITAL MANAGEMENT, LLC
Dec 2009 – present
02

Registrations & Exams

Registration record
First registered · December 16, 2009
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TOWERCREST CAPITAL MANAGEMENT, LLC
CRD 152069 · SEC 801-80857
AUM
$633M
Regulatory assets under management
Employees
1
1,558 client accounts
Services offered by TOWERCREST CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TOWERCREST CAPITAL MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Curtis Wayne Snyder offer?
Curtis Wayne Snyder specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEWTOWN, Pennsylvania for a consultation.
What are Curtis Wayne Snyder's credentials?
Curtis Wayne Snyder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Curtis Wayne Snyder located?
Curtis Wayne Snyder is based in NEWTOWN, Pennsylvania, working with TOWERCREST CAPITAL MANAGEMENT, LLC. Their office serves clients in the NEWTOWN metropolitan area and surrounding communities.
How does Curtis Wayne Snyder charge for services?
Curtis Wayne Snyder's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOWERCREST CAPITAL MANAGEMENT, LLC?
TOWERCREST CAPITAL MANAGEMENT, LLC has approximately 1 employees and manages $633M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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