Scott R. Snyder, CFA

Scott R. Snyder, CFA, Director of Investment Advisory Services, has spent his career in the financial services industry. Scott is responsible for the asset allocation, investment implementation, and performance monitoring of over $150 million in assets under management. Scott most recently worked for Philadelphia International Advisors, LP where he served as the firm's Compliance Officer and Portfolio Analyst. In addition, he has also worked with the Glenmede Trust Company, The Vanguard Group of Investors, and SEI Investments. Scott completed his undergraduate degree in Accounting from Bloomsburg University and holds an MBA in Finance from Temple University. Scott has earned the right to use the following professional designations: Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Certified Investment Management Analyst (CIMA). In addition, he holds NASD Series 7, 24 and 66 licenses. He is a member of the Association for Investment Management and Research and the Financial Analysts of Philadelphia.

Securities offered through M Holdings Securities, Inc., a Registered Broker Dealer and Investment Advisor, Member FINRA/SIPC.
Advisory Services offered through M Holdings Securities, Inc. and/or Newton One Advisors.
Newton One Advisors is independently owned and operated.

131 Continental Drive, Suite 206 (map)
Newark, DE 19713

Phone: 302.731.1326
Fax: 302.455.9089

Securities products may be sold in the following states: AZ, CA, CO, DC, DE, FL, GA,
ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, NE, NC, NJ, NM, PA, TN, UT, VA, WI, CT, NY, TX WA.