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 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 and currently manages approximately $250 million of client assets. 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 advises 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. Worth Magazine has chosen him as one of America’s top financial advisors from 1999 through 2002. He was one of the winners of the 2002 Outstanding Broker Award from Registered Representative Magazine (Based on the longevity in the industry, substantial assets under management and superior client service), he was named one of Bloomberg Wealth Manager Magazine’s Top Dogs (leading independent financial advisor, registered with the SEC, serving wealthy clients) from 2003 through 2011. Mark was also inducted into the 2001 Advisor Hall of Fame by Research Magazine (based on longevity in the industry, substantial assets under management and superior client service). 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.
Worth Top Wealth Advisors were selected based on experience, education, certifications, fiduciary status, compliance record, wealth management services, methods of compensation, and scope of current business. The award has been discontinued by Worth. Registered Rep magazine interviewed hundreds of clients, branch mangers, portfolio managers, investment advisers and corporate executives in their survey. The survey was intended to point out what types of services offered by registered representatives are most beneficial to a client's needs. The research is independent and portfolio performance is not a factor. Bloomberg Wealth Manager are called from more participants who completed the Wealth Manger survey and are based on assets under management, growth, productivity and client size, various financial planning services offered, client service and ethical conduct. The research is independent and portfolio performance is not a factor. 2001 Advisor Hall of Fame by Research Magazine induction to the Hall of Fame was based upon his 30 plus years in the industry, educational advancement, substantial growth and community involvement. Third-party rankings and recognitions from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client's evaluation.