Preston Thomas Snyder
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Preston Thomas Snyder? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Wells Fargo Bank, NAAug 2022 to now
- Wells Fargo Clearing Services, LLCAug 2022 to now
- UnemployedJun 2022 to Jul 2022
- Purshe Kaplan Sterling InvestmentsMay 2022 to Jun 2022
- Thrivent Advisor Network d/b/a 49 FinancialMay 2022 to Jun 2022
- Appalachian State UniversityJan 2021 to May 2022
- River Run Country ClubApr 2019 to Oct 2021
- Harris Teeter SupermarketsJul 2018 to Apr 2019
- UnemployedFeb 2012 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 7561948
- Firm CRD
- 19616