Snider Retirement Strategies, Inc.
- Regulatory AUM
- $550M
- Discretionary
- $550M
- Clients
- 515
- Avg AUM / client
- $1.1M
- Accounts
- 1,543
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Jul 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 355 | $126M | 23.0% |
| High net worth individuals | 159 | $421M | 76.7% |
| Pooled investment vehicles (non-investment companies) | 1 | $2.0M | 0.36% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Monte Lee Snider | President | Chartered Financial Consultant | Jun 2001 (25y) | 75% or more |
| Bush, Heather, Lynn | Chief Compliance Officer | Jun 2022 (4y) | Less than 5% | |
| Christopher Earl Boisjolie | Registered representative | Jan 2023 (4y) | ||
| David Grant Geddes | Registered representative | Jan 2023 (4y) | ||
| Joey John Dominick | Registered representative | Jan 2023 (4y) | ||
| Robert B Kemper | Registered representative | Jan 2023 (4y) | ||
| Sheldon Douglas Sweeney | Registered representative | Chartered Financial Consultant | Jan 2023 (4y) | |
| Craig Anthony Chucka | Registered representative | Jan 2023 (4y) | ||
| Kamaljit Kaur Sahota Middleton | Registered representative | Feb 2025 (1y) | ||
| Adelaide Bianca D David | Registered representative | Mar 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (2 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/20/2026 | 976 KB | View · PDF · Source ↗ |
| Form ADV (full filing) | 07/07/2026 | 976 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- LPL Financial $543M (99% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 20, 2026.
View current Form ADV (SEC/IAPD) ↗