Unclaimed
Alan Barry Snyder is an investment advisor representative currently associated with Snyder Capital Management LP. Alan has been registered as an investment advisor representative in the state of California since 1997. Alan has passed the Series 63, Series 65, and Series 2 examinations. Snyder Capital Management LP has offices in San Francisco, California.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
CA
01/01/2025 - Present
Snyder Capital Management LP (SAN FRANCISCO CA)
BC
Issued 08/06/1990
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/23/1989
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1991
Series 2 - Non-Member General Securities Examination
Active
Inactive
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