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Member/lead Financial Planner · Trail Financial Planning LLC

Elizabeth A. Snyder

CRD 6804652 · Named on Form ADV at one SEC-registered adviser

At a glance

Trail Financial Planning LLC, an SEC-registered wealth manager based in Bellingham, WA with $117 million in regulatory assets, lists Elizabeth A. Snyder on its Form ADV as Member/lead Financial Planner, a control person.

Firms and roles

AtlasMembers

Elizabeth’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • John D. ChesbroughMember/chief Compliance Officer/lead Financial Planner, Trail Financial Planning LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Elizabeth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.