William Travis Snider
Investment adviser representative at Portside Wealth Group, LLC
12 yearsExperience
1 stateRegistered in
$1.4BFirm assets
3 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
12 years in the industry.
- Portside Wealth Group, LLCFeb 2023 to now
- Townsquare CapitalMar 2022 to now
- Praemon Consulting, LLCOct 2021 to Mar 2022
- Dfpg Investments, Inc.May 2014 to Oct 2021
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (UT).
Portside Wealth Group, LLC
$1.4BAssets managed
6,475Clients
56Advisers
3 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
- 6343464
- Firm CRD
- 325175