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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)31 years in industry

WILLIAM FRANKLIN SNIDER

Advisor at BROADOAK ASSET MANAGEMENT, LLC

BETHESDA, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7f786dbc-6135-106c-8b61-82dbdf08d648

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 2
Observed: Jan 4, 1995 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

William Franklin Snider

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

William Franklin Snider

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BROADOAK ASSET MANAGEMENT, LLC
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 4, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S65
First exam: Jan 4, 1995
Dual registered: yes, broker-dealer
IAPD individual key: 2553714

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BROADOAK ASSET MANAGEMENT, LLC	Asset manager	Dec 8, 2025	n/a	yes	BETHESDA, MD	Current employment

Relationships

Registered with (1)

→ BROADOAK ASSET MANAGEMENT, LLCRegistered adviserregistration: current employment
Dec 8, 2025 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7f786dbc-6135-106c-8b61-82dbdf08d648
First observed: Jan 4, 1995
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WILLIAM FRANKLIN SNIDER

Advisor at BROADOAK ASSET MANAGEMENT, LLC

BETHESDA, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7f786dbc-6135-106c-8b61-82dbdf08d648

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:08 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

BROADOAK ASSET MANAGEMENT, LLC

Asset manager

Dec 8, 2025

n/a

yes

BETHESDA, MD

Current employment