Adviser and broker representative · Steward Partners Investment Advisory, LLC
Daniel C. Snyder
CRD 5425648 · Stamford, CT
At a glance
Daniel C. Snyder is an investment adviser representative with Steward Partners Investment Advisory, LLC in Stamford, CT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Daniel’s SEC record dates to 2008, about 18 years ago. Daniel is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Steward Partners Investment Advisory, LLCSince April 2018Stamford, CT · $37B in regulatory assets
SEC adviser record
- Registered since
- 2008 (18 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Daniel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.