DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jeffrey D Snyder
Feed of 09/14/2026
At current firm
1 y
since Jul 10, 2025
In the industry
26 y
since Dec 14, 1999 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Financial LLC BD affiliated currentsince Jul 10, 2025 · Glastonbury, Ct
- Cadaret Grant & Co Inc formerJun 6, 2023 to Jul 10, 2025 · Syracuse, Ny
- Securities America Advisors, Inc. formerJul 17, 2020 to Jun 9, 2023 · Glastonbury, Ct
- Investacorp Advisory Services Inc formerSep 29, 2015 to Jul 17, 2020 · Glastonbury, Ct
- Invest Financial Corporation formerJun 20, 2008 to Sep 10, 2015 · Glastonbury, Ct
Moves
a registration end followed by a registration begin elsewhere
- Cadaret Grant & Co Inc to LPL Financial LLCleft Jul 10, 2025, registered Jul 10, 2025 (0 days) · corporate re-registration, not a move
- Securities America Advisors, Inc. to Cadaret Grant & Co Incleft Jun 9, 2023, registered Jun 6, 2023 (-3 days) · Affiliated broker-dealer or bank to another · moved with a team
- Investacorp Advisory Services Inc to Securities America Advisors, Inc.left Jul 17, 2020, registered Jul 17, 2020 (0 days) · corporate re-registration, not a move
- Invest Financial Corporation to Investacorp Advisory Services Incleft Sep 10, 2015, registered Sep 29, 2015 (19 days) · Other · moved with a team
Signals
- Jeffrey D Snyder left Securities America Advisors, Inc. for Cadaret Grant & Co Inc (registered 2023-06-06)Jun 9, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address