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Mark J. Snyder

Mark Snyder

Mark J. Snyder, a highly qualified financial expert, serves as the Managing Partner of Snyder Wealth Group and founder in 1991 of Mark J. Snyder Financial Services Inc. in 1991.  Additionally, he holds a role as a First Line Supervisor/Managing Executive for a branch of Osaic Wealth, Inc., a registered broker/dealer. Mark’s impressive professional designations include Qualified Financial Planner, Certified Retirement Consultant, Chartered Life Underwriter, Chartered Financial Consultant, Registered Financial Consultant, Certified Fund Specialist, Chartered Mutual Fund Counselor, Registered Fiduciary, and Retirement Management Analyst, all earned through extensive study and rigorous testing administered by financial and educational institutions.

Mark’s journey in the financial services sector began in 1971, and his expertise in retirement planning and handling “windfall” funds is widely acknowledged. He is often consulted by accountants and attorneys to offer guidance on matters relating to pension and 401(k) rollovers, court settlements, and inheritances. Mark is dedicated to advising his clients on the best strategies to protect these funds while addressing future income needs.

Mark’s insights have been widely disseminated through his writings published in major financial journals and his quotes in national publications. He is the author of “On Educated Investing”, a guide to investing for retirement in the 21st century. Mark’s expertise has also earned him several accolades, including the 2002 Outstanding Broker Award from Primedia’s Registered Rep Magazine*, and his firm was named one of Bloomberg Wealth Manager Magazine’s Top Wealth Managers consistently from 2003 to 2011**. Mark also earned a place in the 2001 Advisor Hall of Fame by Research Magazine***. In 2005 he qualified as an Arbitrator of FINRA where he currently still serves. 

Community engagement is a significant aspect of Mark’s life. He has served as president of numerous professional organizations and remains actively involved in various community initiatives. Mark is a past member of the board for Suffolk County Council Boy Scouts of America, as well as a past chairman of their Trust Fund, and has been recognized with the Boy Scouts Silver Beaver Award. He is an active member of Temple Isaiah, Past President of the Gloria & Mark Snyder Hillel Center at Stony Brook University, past president of SUNY Stony Brook Alumni Association, and serves on the board of Theatre Three in Port Jefferson.

Mark also serves as a board member and treasurer of the JTM Foundation at Mather Hospital and is on their investment committee. Additionally, he is on the advisory board of the Dean of the Business School at SUNY Stony Brook, and is a member of the Port Jefferson Rotary Club and the Financial Planning Association of Long Island.

When not working or serving his community, Mark loves to spend time with his wife, children, and grandchildren. He is also an avid golf and racquetball player, appreciating the time these activities allow him to unwind and recharge. With a robust professional career and a deep commitment to his community, Mark J. Snyder is a distinguished figure in the financial and philanthropic landscapes.

Award Disclosures:

These recognitions may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance.

* Registered Rep editors accepted nominations in their search to distinguish and honor some of America’s most innovative and successful financial advisors. The editors then surveyed branch managers, headhunters, clients, consultants and senior executives (such as Merrill Lynch’s David Komansky), and put the question to them: What makes a broker good? The 2002 Awards recognize 10 leading brokers from various parts of the country who are recognized by their peers as being among the best financial advisors in the business.

** Annual ranking of leading financial advisory firms is based on the asset value of the average client relationship as of end of year. The data used for this ranking were taken from a questionnaire sent to firms and from data that those firms provided to the Securities and Exchange Commission on Form ADV. To qualify for the ranking, firms had to meet the following criteria: They are registered investment advisers with the SEC. They have minimum assets under advisement of $50 million. More than 50 percent of the firm’s client base must consist of “individuals” or “high-net-worth individuals” as defined by the SEC. The firms must also offer financial planning services. Not included in the ranking are banks, broker-dealers, and trust companies. Also excluded are firms that are branches of independent broker-dealers and those not operating as separate businesses with their own identities. Subsidiaries of larger companies are included, provided they meet all the above-listed requirements and file their own Form ADVs with the SEC.

*** Research magazine “Advisor Hall of Fame” Candidates who pass Research Magazine’s rigorous screens have served a minimum of 20 years in the industry, have acquired substantial assets under management, demonstrate superior client service and have earned recognition from their peers and the broader community for the honor they reflect on their profession. Investor experience/returns were not considered as part of this ranking. (Number) advisors were bestowed with this honor out of approximately # candidates in (year). The finalists were determined by the wisdom and discernment of Research Magazine’s panel of three independent industry distinguished judges.

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