Scott Roger Snyder
Investment adviser representative at N1 Advisors
20 yearsExperience
3 statesRegistered in
CFP® certification, CFADesignations
$445.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- N1 AdvisorsApr 2003 to now
- M. Holdings Securities, Inc.Apr 2003 to Apr 2023
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 3 states (DE, PA, TX).
N1 Advisors
Legal name: Newton One Investments LLC
$445.5MAssets managed
214Clients
3Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2757979
- Firm CRD
- 147048