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Patrick Allen Snell

MASTRAPASQUA ASSET MANAGEMENT, INC.·NASHVILLE, Tennessee
Series 7, Series 24, Series 63, Series 87Clean record22 years registeredMASTRAPASQUA ASSET MANAGEMENT, INC.
104 WOODMONT BLVD, NASHVILLE, TN 37205CRD# 1982129Firm CRD# 107560

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Allen Snell · NASHVILLE, TN
Registration
CRD #1982129 · MASTRAPASQUA ASSET MANAGEMENT, INC. · 22 years registered
Brand Profile
Not yet started
01

Career History

SEQUOIA FINANCIAL GROUP, L.L.C.
Aug 2023 – present
M CAPITAL ADVISORS
Apr 2013 – Dec 2023
NASHVILLE, TN
ROBERT W. BAIRD & CO. INCORPORATED
Jun 2004 – Jul 2005
NASHVILLE, TN
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 87
Registration record
First registered · June 9, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MASTRAPASQUA ASSET MANAGEMENT, INC.
CRD 107560 · SEC 801-43315
AUM
$871M
Regulatory assets under management
Employees
13
516 client accounts
Services offered by MASTRAPASQUA ASSET MANAGEMENT, INC.
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 MASTRAPASQUA ASSET MANAGEMENT, INC. →
Introduction

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05

Frequently Asked Questions

What services does Patrick Allen Snell offer?
Patrick Allen Snell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NASHVILLE, Tennessee for a consultation.
What are Patrick Allen Snell's credentials?
Patrick Allen Snell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Allen Snell located?
Patrick Allen Snell is based in NASHVILLE, Tennessee, working with MASTRAPASQUA ASSET MANAGEMENT, INC.. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.
How does Patrick Allen Snell charge for services?
Patrick Allen Snell'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 MASTRAPASQUA ASSET MANAGEMENT, INC.?
MASTRAPASQUA ASSET MANAGEMENT, INC. has approximately 13 employees and manages $871M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MASTRAPASQUA ASSET MANAGEMENT, INC.

Frank Nmn Mastrapasqua
NASHVILLE, TN
Edwin Ray Barton
NASHVILLE, TN

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