Mark Stephen Snyder

Financial advisor at Charles Schwab & Co., Inc. · Lafayette Hill, PA

Last updated 2026-10-10

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Mark Stephen Snyder is a financial advisor at Charles Schwab & Co., Inc. in Lafayette Hill, PA, CRD 5591561. Licenses and exams on the registration: Series 66. IAPD registration began 2008-11-21.

Registration

CRD number
5591561
Registration status
Active
IAPD registration
2008-11-21
Industry Experience
17 years
Work Experience
10 years
States registered
PA

Licenses and exams

  • Series 66

Work history

  • 2015-11 to 2017-11 · Morgan Stanley Private Bank, N.A. · Berwyn, PA
  • 2017-04 to 2017-11 · Morgan Stanley · Berwyn, PA
  • 2018-05 to Present · Charles Schwab & Co., Inc. · Lafayette Hill, PA
  • 2018-05 to Present · Charles Schwab Bank. Ssb · Lafayette Hill, PA
  • 2017-11 to 2018-05 · Unemployed · Lafayette Hill, PA

Current employment

SEC IAPD record for Mark Stephen Snyder

Charles Schwab & Co., Inc.

Registered advisors
6,791
Offices
867
Clients per advisor
0.0 (Low)

Charles Schwab & Co., Inc.: advisors, services and reported ETF investments

About

Mark Stephen Snyder is a financial advisor at Charles Schwab & Co., Inc. in Lafayette Hill, PA. Reported securities licenses include Series 66. The latest record indicates 17 years of industry experience and 10 years of reported work history. Reported roles include Charles Schwab Bank. Ssb, Unemployed, Morgan Stanley, Morgan Stanley Private Bank, N.A..

Charles Schwab & Co., Inc.'s firm-level Form ADV reports 6,791 advisors across 867 offices; services including Financial Planning Services, Selection of Other Advisers, Other Advisory Service.

What this firm offers

Filed by Charles Schwab & Co., Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Selection of Other Advisers
  • Other Advisory Service

Fee options

  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Location

Lafayette Hill, PA

1 advisor at this office.

Charles Schwab & office in Lafayette Hill, PA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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