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Chase Gregory Snyder

Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 yearsExperience
2 statesRegistered in
CFADesignation
$390BFirm assets

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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

12 years in the industry.

  1. Raymond James Financial Services Advisors, IncJan 2021 to now
  2. Raymond James Financial Services Advisores, Inc.Jan 2021 to now
  3. Raymond James Financial Services, Inc.Aug 2020 to now
  4. Patton Warehousing, LLCSep 2019 to Aug 2020
  5. Watsontown Trucking Co.Mar 2018 to Sep 2019
  6. YmcaFeb 2018 to Aug 2019
  7. Silver MoonSep 2017 to Feb 2018
  8. Evangelical Comminity HopsitalMay 2017 to Aug 2017
  9. Bloomsburg UniversityAug 2014 to May 2019

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 2 states (NJ, PA).

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
7282997
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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