Unclaimed Profile

Monte Lee Snider

SNIDER RETIREMENT STRATEGIES, INC.·BELLEVUE, Washington

SIE, Series 6, Series 7, Series 24, Series 53, Series 63, Series 65ChFC25 years registeredSNIDER RETIREMENT STRATEGIES, INC.

12505 BEL-RED ROAD, BELLEVUE, WA 98005CRD# 2244934Firm CRD# 117392

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Monte Lee Snider · BELLEVUE, WA

Registration

CRD #2244934 · SNIDER RETIREMENT STRATEGIES, INC. · 25 years registered

Brand Profile

Not yet started

Career History

SNIDER FINANCIAL GROUP

Jan 2023 – present

SAGEPOINT FINANCIAL, INC.

Dec 2005 – Feb 2009

BELLEVUE, WA

SNIDER FINANCIAL GROUP

Jul 2001 – Dec 2022

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · July 30, 2001

Years registered · 25

Professional designation · ChFC

Disclosure History

2011Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SNIDER RETIREMENT STRATEGIES, INC.

CRD 117392 · SEC 801-69025

AUM

$316M

Regulatory assets under management

Employees

955 client accounts

Services offered by SNIDER RETIREMENT STRATEGIES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SNIDER RETIREMENT STRATEGIES, INC. →

Introduction

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Frequently Asked Questions

What services does Monte Lee Snider offer?

Monte Lee Snider specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BELLEVUE, Washington for a consultation.

What are Monte Lee Snider's credentials?

Monte Lee Snider holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Monte Lee Snider located?

Monte Lee Snider is based in BELLEVUE, Washington, working with SNIDER RETIREMENT STRATEGIES, INC.. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.

How does Monte Lee Snider charge for services?

Monte Lee 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 SNIDER RETIREMENT STRATEGIES, INC.?

SNIDER RETIREMENT STRATEGIES, INC. has approximately 10 employees and manages $316M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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