Daniel William Snyder
Investment adviser representative at 3d Advisor Group, Inc.
14 yearsExperience
2 statesRegistered in
$194.3MFirm assets
Under 1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- 3d Advisor Group, Inc.Jul 2026 to now
- Freedom Investment Management, Inc.Feb 2024 to Jul 2026
- 3d/l Capital Management, LLCApr 2021 to Dec 2023
- 3d Asset Management, Inc.Feb 2019 to Mar 2021
- UnemployedMay 2018 to Jan 2019
- Santander Securities LLCSep 2012 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
3d Advisor Group, Inc.
$194.3MAssets managed
102Clients
2Advisers
Under 1 yearIn 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
- 5345042
- Firm CRD
- 342109