AT

Alan Irwin Tanenblatt

Snyder Wealth Group
54 Years of Experience
View SEC Summary
View SEC Summary

Firm Information

Snyder Wealth Group
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.

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Areas of Practice
Retirement PlanningInvestment Management

Advisor Information

Office location

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

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2007
Denied
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Other Business ActivitiesSells Insurance

Alan is a representative for Long Island Financial Advisors Inc, providing college financial aid planning services, dedicating about 60 hours per month. He also acts as a broker for life, health, and fixed annuity companies, and is an investment advisor for Mark J Snyder Financial Services Inc, dedicating full-time hours to this role.

Employment History
Current Registrations
Snyder Wealth Group
November 2021 - Present · 4 yrs 2 mos
Osaic Wealth, INC. Broker
November 1991 - Present · 34 yrs 2 mos
Previous Registrations
Long Island Financial Advisors, INC.
May 2021 - December 2021 · 7 mos
First Investors CorporationBroker
January 1990 - November 1991 · 1 yr 10 mos
Investacorp, INC.Broker
July 1988 - August 1988 · 1 mo
Portfolio Edge Securities, INC.Broker
August 1987 - July 1988 · 11 mos
Abacus Equity Services, INC.Broker
October 1986 - June 1987 · 8 mos
Cardell & Associates, IncorporatedBroker
September 1983 - October 1986 · 3 yrs 1 mo
Home Life Insurance CompanyBroker
December 1973 - July 1980 · 6 yrs 7 mos
Kurz-Liebow & Company, INC.Broker
February 1972 - November 1982 · 10 yrs 9 mos
First Investors CorporationBroker
November 1968 - December 1971 · 3 yrs 1 mo
State Registrations4 states
CTFLNJNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alan Irwin Tanenblatt - Financial Advisor | AdvisorDiscover