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RIA / WealthAdvisor18 years in industry

DANIEL WILLIAM SNYDER

Advisor at 3D ADVISOR GROUP, INC.

HOPKINTON, MA

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Search this name across graphsid dfx:ria:930c7c45-f0bf-03be-8d6c-e89e1b9048ae

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Feb 6, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Current firm: 3D ADVISOR GROUP, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 27, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Sep 27, 2007
First registration: Feb 6, 2012
Dual registered: no
IAPD individual key: 5345042

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
3D ADVISOR GROUP, INC.	Independent wealth	Jul 17, 2026	n/a	yes	HOPKINTON, MA	Current employment
FREEDOM INVESTMENT MANAGEMENT, INC.	Independent wealth	Feb 15, 2024	Jul 20, 2026	no	Hopkinton, MA\|SOUTH WINDSOR, CT	Previous registration
3D/L CAPITAL MANAGEMENT, LLC	Former SEC adviser	Apr 13, 2021	Dec 21, 2023	no	NORTHBOROUGH, MA\|HARTFORD, CT	Previous registration
3D ASSET MANAGEMENT, INC.	Former SEC adviser	Feb 11, 2019	Mar 31, 2021	no	Northbourough, MA	Previous registration
SANTANDER SECURITIES	Bd affiliated wealth	Sep 26, 2012	May 16, 2018	no	Framingham, MA\|Framingham, MA\|SHERBORN, MA\|FRAMINGHAM, MA\|Natick, MA\|Holliston, MA\|Wakefield, MA\|Worcester, MA\|Framingham, MA\|Natick, MA\|Ashland, MA\|Natick, MA\|Needham, MA\|Needham, MA\|Ashland, MA\|Framingham, MA\|HOPKINTON, MA\|Marlboro, MA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Feb 6, 2012	Sep 19, 2012	no	FRAMINGHAM, MA\|SUDBURY, MA\|SUDBURY, MA\|SUDBURY, MA\|FRAMINGHAM, MA\|WAYLAND, MA\|FRAMINGHAM, MA\|FRAMINGHAM, MA\|FRAMINGHAM, MA\|FRAMINGHAM, MA\|WAYLAND, MA\|HOLLISTON, MA\|FRAMINGHAM, MA\|WAYLAND, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FREEDOM INVESTMENT MANAGEMENT, INC.	3D ADVISOR GROUP, INC.	Jul 20, 2026	Jul 17, 2026	-3	Firm change	RIA to new firm
3D/L CAPITAL MANAGEMENT, LLC	FREEDOM INVESTMENT MANAGEMENT, INC.	Dec 21, 2023	Feb 15, 2024	56	Channel change	RIA to RIA
3D ASSET MANAGEMENT, INC.	3D/L CAPITAL MANAGEMENT, LLC	Mar 31, 2021	Apr 13, 2021	13	Firm change	RIA to RIA
SANTANDER SECURITIES	3D ASSET MANAGEMENT, INC.	May 16, 2018	Feb 11, 2019	271	Firm change	Ibd to RIA
LPL FINANCIAL LLC	SANTANDER SECURITIES	Sep 19, 2012	Sep 26, 2012	7	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
283304:126052:CT:2023-12-21	Dec 21, 2023	Feb 15, 2024	HARTFORD, CT	Firm change
139595:283304:MA:2021-03-31	Mar 31, 2021	Apr 13, 2021	NORTHBOUROUGH, MA	Firm change

Relationships

Registered with (6)

→ 3D ADVISOR GROUP, INC.Registered adviserregistration: current employment
Jul 17, 2026 to presentfactForm ADV
→ FREEDOM INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Feb 15, 2024 to Jul 20, 2026factForm ADV
→ 3D/L CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 13, 2021 to Dec 21, 2023factForm ADV
→ 3D ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Feb 11, 2019 to Mar 31, 2021factForm ADV
→ SANTANDER SECURITIESRegistered adviserregistration: previous registration
Sep 26, 2012 to May 16, 2018factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Feb 6, 2012 to Sep 19, 2012factForm ADV

Dated events

Occurred
Jul 20, 2026
Advisor changed firm
Daniel William Snyder left Freedom Investment Management, Inc. for 3D Advisor Group, Inc. (registered 2026-07-17)
Form ADVobserved 4 days ago