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Amie Lynn Snyder

Investment adviser representative at Newedge Advisors
20 yearsExperience
4 statesRegistered in
$43.2BFirm assets
12 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 assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

20 years in the industry.

  1. Newedge Securities, LLCSep 2022 to now
  2. Newedge Advisors, LLCNov 2021 to now
  3. Mid Atlantic Financial ManagementNov 2006 to Nov 2021
  4. Mid Atlantic Capital CorporationNov 2006 to Sep 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001
  • Series 65 · Uniform Investment Adviser Law2005

State registrations

Registered as an investment adviser representative in 4 states (FL, ME, NH, TX).

Newedge Advisors

Legal name: Newedge Advisors, LLC

$43.2BAssets managed
49,898Clients
603Advisers
12 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
3018100
Firm CRD
171351
Advisor's SEC record (opens in a new tab)
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