ET

Eric Ross Taitz

42 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
1,709 clients
Average Client Portfolio
$220K average
Assets Under Management
$375.7M

Fee Structure

Financial Planning:Investment management only

Snyder Wealth Group charges an annual fee based on a percentage of the market value of assets under management. Clients may also incur brokerage commissions, transaction fees, and other charges from the custodian. Retirement planning and consulting services are offered for a negotiable fixed or hourly fee. The firm participates in wrap fee programs, which may cost more or less than purchasing services separately.

Areas of Practice
Retirement PlanningInvestment Management
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Advisor Information

Office location

1733 N Ocean Ave, Suite B, Medford, NY, 11763

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Regulatory History (2)
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Regulatory
December 2011
Final
Employment Separation After Allegations
October 2010
Other Business ActivitiesSells Insurance

Eric works with Crump Insurance and clients to obtain life insurance, dedicating minimal time to this. He also owns RACLA and is a member of McArthur Business Alliance, both requiring minimal time and not investment-related.

Employment History
Current Registrations
Snyder Wealth Group
September 2021 - Present · 4 yrs 4 mos
Osaic Wealth, INC. Broker
November 2010 - Present · 15 yrs 2 mos
Previous Registrations
Morgan Stanley Smith Barney Broker
June 2009 - October 2010 · 1 yr 4 mos
Citigroup Global Markets INC. Broker
June 2008 - June 2009 · 1 yr
Morgan Stanley & CO. IncorporatedBroker
April 2007 - July 2008 · 1 yr 3 mos
Morgan Stanley & CO. Incorporated
April 2007 - July 2008 · 1 yr 3 mos
Morgan Stanley
December 2002 - April 2007 · 4 yrs 4 mos
Morgan Stanley Dw INC.Broker
July 1983 - April 2007 · 23 yrs 9 mos
State Registrations11 states
CACTFLGAMDNCNJNYPASCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.