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Tristan Snyder

Finalis Securities LLC

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About Tristan Snyder

Tristan Snyder is a financial professional with over 15 years of experience in the securities industry. Tristan is currently registered with Finalis Securities LLC in New York. Tristan has a diverse background in investment banking and has held positions at several prominent firms including AGC PARTNERS, INTREPID INVESTMENT BANKERS LLC, DOWNER & COMPANY, MCGLADREY CAPITAL MARKETS, LLC and PRESIDIO MERCHANT PARTNERS LLC. Tristan holds licenses including Series 7, Series 24, Series 63, and Series 79TO and is registered in Massachusetts, Nevada, and Texas.

Firm Information

Tristan Snyder is currently registered with Finalis Securities LLC. Finalis Securities LLC is a Limited Liability Company formed in September 2019. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

337

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.

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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Tristan Snyder’s Registration & Firm History

NY

12/14/2023 - Present

Finalis Securities LLC (New York NY)

TX

08/20/2018 - 10/19/2023

AGC PARTNERS (Dallas TX)

CA

03/10/2014 - 02/09/2018

INTREPID INVESTMENT BANKERS LLC (LOS ANGELES CA)

MA

03/28/2012 - 03/07/2014

DOWNER & COMPANY (BOSTON MA)

CA

12/14/2010 - 01/31/2012

MCGLADREY CAPITAL MARKETS, LLC (COSTA MESA CA)

CO

03/31/2010 - 11/01/2010

PRESIDIO MERCHANT PARTNERS LLC (DENVER CO)

CO

08/15/2007 - 07/31/2009

PRESIDIO MERCHANT PARTNERS LLC (DENVER CO)

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Licenses & Designations

BC

Issued 10/22/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/30/2014

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tristan Snyder.
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