# MARK J SNYDER FINANCIAL SERVICES INC

MARK J SNYDER FINANCIAL SERVICES INC of MEDFORD, NY is an SEC-registered investment adviser.

## Registration

- CRD: 106425
- Type: SEC-registered investment adviser
- SEC file number: 801-38888
- Location: 1733 N OCEAN AVE, SUITE B, MEDFORD, NY, 11763
- Phone: 631-289-4224
- Latest filing: 2026-04-03
- Regulatory AUM: $382.0M
- Discretionary AUM: $340.3M
- Non-discretionary AUM: $41.7M
- Clients: 10
- Accounts: 1,610

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Mark Jeffrey Snyder | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| SNYDER MARK JEFFREY | PRESIDENT; PRESIDENT & CCO; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2010-10-29 | regulatory | IT WAS ALLEGED THAT MR. TAITZ EFFECTED NUMEROUS DISCRETIONARY TRANSACTIONS IN THE MSSB SECURITIES ACCOUNT OF A SINGLE CUSTOMER, WITHOUT AUTHORIZATION. | Final | $5K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106425/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106425/similar
- Related entities: https://search.stillhousedata.com/firm/106425/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106425

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.