Kathryn Sinclair Snyder
Investment adviser representative at Raymond James Financial Services Advisors, Inc
15 yearsExperience
2 statesRegistered in
$390BFirm assets
17 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 feeCommissionsOther
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
15 years in the industry.
- Raymond James Financial Services Advisors, Inc.Jan 2022 to now
- First BankJan 2021 to now
- Raymond James Financial Services, Inc.Jan 2021 to now
- Firstbank Investment PartnersJul 2018 to now
- LPL Financial LLCJun 2018 to Jan 2021
- UBS Financial Services Inc.Mar 2017 to Jul 2018
- Sewanee: University of the SouthAug 2013 to May 2017
- Sonic Drive-inAug 2011 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 6641546
- Firm CRD
- 149018