Financial advisor
David Snyder
Now at Citizens Private Wealth · Snyder Wald Wealth Partners · Santa Monica, CA
Registered as DAVID BRIAN SNYDER
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Snyder Wald Wealth Partners | Morgan Stanley | Citizens Private Wealth | Lateral | June 23, 2026 | $800M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| CITIZENS SECURITIES, INC. | Investment adviser | June 17, 2026 | Current |
| CITIZENS PRIVATE WEALTH | Investment adviser | June 17, 2026 | Current |
| CITIZENS SECURITIES, INC. | Broker-dealer | June 17, 2026 | Current |
| MORGAN STANLEY | Investment adviser | June 1, 2009 | June 18, 2026 |
| MORGAN STANLEY | Broker-dealer | June 1, 2009 | June 18, 2026 |
| MORGAN STANLEY & CO. INCORPORATED | Investment adviser | June 1, 2007 | June 1, 2009 |
| MORGAN STANLEY & CO. INCORPORATED | Broker-dealer | June 1, 2007 | June 1, 2009 |
| RBC DAIN RAUSCHER INC. | Investment adviser | May 28, 2002 | June 12, 2007 |
| RBC DAIN RAUSCHER INC. | Broker-dealer | March 9, 2002 | June 12, 2007 |
| SUTRO & CO. INCORPORATED | Broker-dealer | August 6, 2001 | March 9, 2002 |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Broker-dealer | February 2, 1996 | August 3, 2001 |
| BEAR, STEARNS & CO. INC. | Broker-dealer | January 10, 1994 | January 4, 1996 |
| SMITH BARNEY SHEARSON INC. | Broker-dealer | July 31, 1993 | January 14, 1994 |
| LEHMAN BROTHERS INC. | Broker-dealer | February 15, 1988 | July 31, 1993 |
| E. F. HUTTON & COMPANY INC | Broker-dealer | September 22, 1987 | February 15, 1988 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.