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David B Snyder

Investment adviser representative at Mdrn Capital
12 yearsExperience
1 stateRegistered in
$338.6MFirm assets
2 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
  • Pension consulting

Experience

12 years in the industry.

  1. Mdrn Capital, LLCMar 2025 to now
  2. Crump Life InsuranceDec 2024 to Mar 2025
  3. First Financial BankDec 2019 to Dec 2024
  4. Ojm Group, LLCApr 2014 to Mar 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2003
  • Series 66 · Uniform Combined State Law2007
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (OH).

Mdrn Capital

Legal name: Mdrn Capital, LLC

$338.6MAssets managed
569Clients
29Advisers
2 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
4640263
Firm CRD
325950
Advisor's SEC record (opens in a new tab)
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