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Fred Daniel Snitzer

PRUDENT MANAGEMENT ASSOCIATES·PHILADELPHIA, Pennsylvania
Series 65Clean record23 years registeredPRUDENT MANAGEMENT ASSOCIATES
2001 MARKET STREET, PHILADELPHIA, PA 19103CRD# 3076181Firm CRD# 16691

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Fred Daniel Snitzer · PHILADELPHIA, PA
Registration
CRD #3076181 · PRUDENT MANAGEMENT ASSOCIATES · 23 years registered
Brand Profile
Not yet started
01

Career History

PRUDENT MANAGEMENT ASSOCIATES
Oct 2002 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 30, 2002
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PRUDENT MANAGEMENT ASSOCIATES
CRD 16691 · SEC 801-20018
AUM
$1.1B
Regulatory assets under management
Employees
13
630 client accounts
Services offered by PRUDENT MANAGEMENT ASSOCIATES
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PRUDENT MANAGEMENT ASSOCIATES →
Introduction

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05

Frequently Asked Questions

What services does Fred Daniel Snitzer offer?
Fred Daniel Snitzer specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.
What are Fred Daniel Snitzer's credentials?
Fred Daniel Snitzer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Fred Daniel Snitzer located?
Fred Daniel Snitzer is based in PHILADELPHIA, Pennsylvania, working with PRUDENT MANAGEMENT ASSOCIATES. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.
How does Fred Daniel Snitzer charge for services?
Fred Daniel Snitzer'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 PRUDENT MANAGEMENT ASSOCIATES?
PRUDENT MANAGEMENT ASSOCIATES has approximately 13 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PRUDENT MANAGEMENT ASSOCIATES

David Bruce Kantor
PHILADELPHIA, PA
Edward Louis Snitzer
PHILADELPHIA, PA
Marshall Edward Blume
PHILADELPHIA, PA
David Brewster Wellborn
PHILADELPHIA, PA

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Nearby cities in Pennsylvania
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Research
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