Mark J Snyder Financial Services Inc
- Regulatory AUM
- $382M
- Discretionary
- $340M
- Clients
- 606
- Avg AUM / client
- $630K
- Accounts
- 1,610
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Apr 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 544 | $269M | 70.4% |
| High net worth individuals | 55 | $104M | 27.2% |
| Pension and profit sharing plans | 7 | $8.7M | 2.28% |
| Charitable organizations | Fewer than 5 clients | $350K | 0.09% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Jeffrey Snyder | President & Chief Compliance Officer | Chartered Financial Consultant | Jan 1998 (29y) | 75% or more |
| Christopher Jonathan Ippolito | Registered representative | Apr 2021 (5y) | ||
| Eric Ross Taitz | Registered representative | Sep 2021 (5y) | ||
| Barry Alan Phillips | Registered representative | Nov 2021 (5y) | ||
| John Andrew Passaro | Registered representative | Nov 2021 (5y) | ||
| Raymond Vincent Passaro | Registered representative | Nov 2021 (5y) | ||
| Alan Irwin Tanenblatt | Registered representative | Nov 2021 (5y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/03/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: IT WAS ALLEGED THAT MR. TAITZ EFFECTED NUMEROUS DISCRETIONARY TRANSACTIONS IN THE MSSB SECURITIES ACCOUNT OF A SINGLE CUSTOMER, WITHOUT AUTHORIZATION. Status: Final Sanction Detail: MR. TAITZ WAS SUSPENDED FROM ASSOCIATION WITH ANY FINRA MEMBER IN ANY CAPACITY FOR 15 BUSINESS DAYS. THE SANCTION WAS IN PLACE FROM JANUARY 17, 2012 UNTIL FEBRUARY 6, 2012. Summary: MR. TAITZ RECEIVED AN ACCEPTANCE, WAIVER AND CONSENT ISSUED BY FINRA ON DECEMBER 19, 2011. MR. TAITZ WAS SUSPENDED FROM ASSOCIATION WITH ANY FINRA MEMBER IN ANY CAPACITY FOR 15 BUSINESS DAYS. THE SANCTION WAS IN PLACE FROM JANUARY 17, 2012 UNTIL FEBRUARY 6, 2012. MR. TAITZ WAS ALSO FINED $5000
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Pershing $382M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 03, 2026.
View current Form ADV (SEC/IAPD) ↗