Brian David Snyder
Advisor at Pinnacle Investments, LLC — Kittanning, PA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
26 years
Location
Kittanning, PA
Pinnacle Investments, LLC
Multi-team
Brian Snyder is a financial advisor with Pinnacle Investments, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Essex Securities LLC, Global Investment Advisors, LLC, Investors Capital Corp., and Eastern Point Advisors Inc. Outside of finance, he manages and works as a bartender and cook at Stanley’s Bar & Grille in Ford City, PA. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion and serving individuals, retirement plans, trusts, estates, and institutional clients. The firm offers comprehensive financial planning and portfolio management, employing both fundamental and technical analysis with a range of permitted investment strategies.
Based on Pinnacle Investments, LLC
Based on Pinnacle Investments, LLC
Financial planning can also be charged a flat fee per plan; specific amounts vary
3.00% annualized advisory fee; negotiable based on factors including IAR, account size, investment complexity, use of PCM as sub-advisor, and level of service
Brokerage commissions charged on applicable transactions; separate from advisory fees
Financial planning fees may be charged hourly; fees do not exceed $5,000 generally
Account minimum: $10,000 (may be waived) for AdvisorPro; $100,000 (may be waived) for Pinnacle Capital Management; No Minimum for Financial Planning Minimum fee: Minimum annual program fee of $100 for advisory accounts
Kittanning, PA
Kittanning PA
Advisors at this office
1
Pennsylvania
26 years of industry experience
Pinnacle Investments, LLC
2019 - Present • 7 years
Mansfield, MA
Essex Securities Llc
2010 - Present • 16 years
Danvers, MA
Global Investment Advisors, Llc
2010 - 2019 • 9 years
Danvers, MA
Investors Capital Corp.
2005 - 2010 • 5 years
PA
Eastern Point Advisors Inc.
2004 - 2004 • 1 year
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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