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William Travis Snider

PORTSIDE WEALTH GROUP, LLC·PROVO, Utah
SIE, Series 7, Series 7TO, Series 66Clean record10 years registeredPORTSIDE WEALTH GROUP, LLC
3507 N UNIVERSITY AVE, PROVO, UT 84604CRD# 6343464Firm CRD# 325175

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Travis Snider · PROVO, UT
Registration
CRD #6343464 · PORTSIDE WEALTH GROUP, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

PORTSIDE WEALTH GROUP, LLC
Mar 2023 – present
DFPG INVESTMENTS, LLC
Dec 2015 – Oct 2021
Sandy, UT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 66
Registration record
First registered · December 16, 2015
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PORTSIDE WEALTH GROUP, LLC
CRD 325175 · SEC 801-127529
AUM
$885M
Regulatory assets under management
Employees
40
10,048 client accounts
Services offered by PORTSIDE WEALTH GROUP, LLC
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 PORTSIDE WEALTH GROUP, LLC →
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05

Frequently Asked Questions

What services does William Travis Snider offer?
William Travis Snider specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PROVO, Utah for a consultation.
What are William Travis Snider's credentials?
William Travis Snider is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Travis Snider located?
William Travis Snider is based in PROVO, Utah, working with PORTSIDE WEALTH GROUP, LLC. Their office serves clients in the PROVO metropolitan area and surrounding communities.
How does William Travis Snider charge for services?
William Travis Snider'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 PORTSIDE WEALTH GROUP, LLC?
PORTSIDE WEALTH GROUP, LLC has approximately 40 employees and manages $885M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Kurt Harold Brown
PROVO, UT
Staci Ann Compagno
PROVO, UT

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