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David William Snyder

Vivaldi Capital Management LP

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About David William Snyder

David William Snyder is an Investment Advisor Representative at Vivaldi Capital Management LP. David has been in the industry since 2006 and has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations, and other businesses. David is registered with the state of Illinois as an Investment Advisor Representative and holds the Series 65 license. Prior to joining Vivaldi Capital Management LP, David was a licensed professional at Cassandra Trading Group, LLC. In addition to his investment advisory work, David is a partner in CityWide SuperSlow, a fitness training business.

Firm Information

David Snyder is currently registered with Vivaldi Capital Management LP. Vivaldi Capital Management LP is a Chicago, IL-based investment advisor with approximately $3.73 billion in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. Their client base includes high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and pooled investment vehicles.
Vivaldi Capital Management LP

225 WEST WACKER

CHICAGO, IL 60606

$3.73B

Assets Under Management

Not reported

Total Clients

26

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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David Snyder’s Registration & Firm History

IL

06/08/2020 - Present

Vivaldi Capital Management LP (CHICAGO IL)

IL

07/01/2011 - 01/29/2014

CASSANDRA TRADING GROUP, LLC (CHICAGO IL)

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Licenses & Designations

IA

Issued 06/08/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David William Snyder.
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