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Troy Ray Snider

Bartlett & Co. Wealth Management LLC

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About Troy Ray Snider

Troy Snider is a financial advisor with Bartlett & Co. Wealth Management LLC, a registered investment advisor. Troy is based in Cincinatti, Ohio, and has been a registered representative since 1991. Troy holds the Series 7 and Series 66 securities licenses. Troy has been a CFA charterholder for many years. Troy specializes in working with high-net-worth individuals, corporations, and charitable organizations. Troy is known for his experience in financial planning and investment management and specializes in credit and cash management solutions and insurance solutions.

Firm Information

Troy Snider is currently registered with Bartlett & Co. Wealth Management LLC. Bartlett & Co. Wealth Management LLC is a Cincinnati, Ohio-based registered investment advisor with over $8 billion in regulatory assets under management. The firm provides a range of financial planning and investment management services for individuals, families, businesses, charitable organizations, and pension and profit-sharing plans. Their services include credit and cash management solutions, insurance solutions, and portfolio management.
Bartlett & Co. Wealth Management LLC

600 VINE STREET

CINCINNATI, OH 45202-2466

$8.44B

Assets Under Management

25

Total Clients

30

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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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.

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credit and cash management solutions; insurance solutions

Credit and cash management solutions; insurance solutions

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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Troy Snider’s Registration & Firm History

OH

04/27/2018 - Present

Bartlett & Co. Wealth Management LLC (Cincinatti OH)

MD

01/10/1996 - 12/06/2005

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

NA

09/24/1991 - 01/10/1996

BARTLETT & CO.

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Licenses & Designations

BOTH

Issued 09/17/1997

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/23/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Troy Ray Snider.
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