Mark J. Snyder QFP, CRC, CLU, ChFC, RFC, CFS, CMFC, RF, RMA
Mark J. Snyder is president and founder of Mark J. Snyder Financial Services, Inc. and Long Island Financial Advisor, Inc. two full service financial consulting firms. Separately, he is a First Line Supervisor/Managing Executive for a branch of Royal Alliance Associates, Inc., a-registered broker/dealer, and member of FINRA/SIPC. Mark earned a Bachelor of Engineering Sciences degree at Stony Brook University and is 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 as indicated by the designations listed above. Such designations are earned through extensive study and testing administered by financial and education institutions.
Mark began his financial services career in 1971. Accountants and attorneys frequently call upon him to assist in matters relating to retirement planning and handling of “windfall” monies, pension and 401(k) rollovers, court settlements and inheritances are some of the unforeseen situations involving large sums of money. In such cases, Mark strives to advise the client as to the best way to help protect these funds while providing for future income needs.
In addition to having his articles published in a number of major financial journals and often being quoted in national publications. Mark is the author of “On Educated Investing” a guide to investing for retirement in the 21stcentury. He was one of the winners of the 2002 Outstanding Broker Award from Primedia’s Registered Rep Magazine*. Mark J. Synder Financial Services was named one of Bloomberg Wealth Manager Magazine’s Top Wealth Managers from 2003 through 2011**. Mark was also inducted into the 2001 Advisor Hall of Fame by Research Magazine***. Recently, Mark was named a FINRA Arbitrator in 2005.
Mark has served as president of several professional organizations and remains actively involved in the community. He is on the board of the Suffolk County Council Boy Scouts of America, serving as chairman of their Trust Fund, and was awarded 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 on the board of Theatre Three in Port Jefferson.
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.