William Andrew Snider
Investment adviser representative at One Advisory Partners, LLC
13 yearsExperience
2 statesRegistered in
$369.5MFirm assets
14 yearsFirm in business
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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
- Seminars and workshops
Experience
13 years in the industry.
- One Advisory Partners, LLCApr 2025 to now
- N/aApr 2024 to Apr 2025
- Lido Advisors, LLC dba Colorado Financial Management, A Lido Co.Feb 2023 to Apr 2024
- Colorado Financial Management LLCSep 2019 to Feb 2023
- Cetera Investment Advisers LLCApr 2014 to Sep 2019
- Cetera Investment Services LLCApr 2014 to Sep 2019
- Anb BankJun 2013 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2003
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (CO, KS).
One Advisory Partners, LLC
$369.5MAssets managed
314Clients
7Advisers
14 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
- 2978549
- Firm CRD
- 161614