Snider Advisors logo

Snider Advisors

Updated today

Client assets under management

$222,662,340

Clients

357

55% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

89

High

Average account size

$623,704

About

The firm provides wealth management and financial planning to individuals, high‑net‑worth clients, trusts, estates, and charitable organizations, offering customized investment management that can include ETFs, mutual funds, individual stocks and bonds and advice for retirement accounts. Services include ongoing portfolio construction and supervision as well as written or oral financial planning and referrals to specialists when appropriate.

Investment decisions are guided by a mix of fundamental and technical analysis and are generally long‑term in orientation, though the firm wil l buy or sell positions on shorter horizons for rebalancing or cash needs. Client portfolios are typically managed on a discretionary basis and are held at a qualified custodian; the firm provides periodic account reports and implements trading through the chosen custodian relationship.

Notable governance and conflict‑of‑interest disclosures in the brochure include that a principal also acts in commission‑based roles as a registered representative of a broker‑dealer and as a licensed insurance professional, and may receive separate commissions or insurance compensation for transactions implemented outside the advisory agreement. The firm recently transitioned to SEC registration and participates on an institutional custody platform that provides technology and operational benefits to the adviser, which the firm discloses could create potential incentives when recommending custodial or implementation arrangements.

Client services

Portfolio management Newsletters or periodicals Educational seminars or workshops Security ratings or pricing Investment-related consulting

Expertise

Wealth management

Fee options

Percentage

$0 - $49,999: 1.25% $50,000 - $99,999: 1.00% $100,000 - $499,999: 0.75% $500,000 - $999,999: 0.65% $1,000,000 - $1,999,999: 0.60% $2,000,000+: 0.50%

Commissions

Separate commission-based compensation earned by Mr. Eddy in his capacity as Registered Representative of Fortune Financial and as an independent insurance professional; commissions are separate and in addition to advisory fees.

Other

Fee-only: Wealth management fees based on assets under management as per tiered schedule; fees are paid quarterly in advance.

Main office location

Snider Advisors

100 Decker Court, Suite 120

Irving TX 75062, United States

Number of offices

1

Most active in

Arizona · Arkansas · California · Colorado · Florida · Georgia · Louisiana · Michigan · Minnesota · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Tyler C

Series 65

Irving, TX

Snider Advisors

Tyler Curtis is a Series 65-licensed financial advisor at Snider Advisors with 18 years of industry experience. He has been with Chronim Advisors since 2007. Curtis is also involved in the operations, marketing, and development of several investment-related technology companies that he owns. Snider Advisors provides investment advisory and consulting services to individuals and corporate clients, utilizing a rules-based, income-oriented strategy known as the Snider Investment Method. The firm offers a mix of discretionary and non-discretionary portfolio management supported by proprietary screening tools and technology-enabled implementation.

Wealth management
user avatar

Jesse A

CFA®, Series 65

Irving, TX

Snider Advisors

Jesse Anderson is a CFA® charterholder and holds a Series 65 license, with 20 years of industry experience. He has been with Chronim Investments since 2005 and is based in Irving, TX. Outside of his advisory work, Anderson owns and operates several investment-related technology companies and a non-investment subscription management business. He is part of Snider Advisors, a four-advisor team that provides investment advisory and consulting services to individual and corporate clients. The firm employs a rules-based, income-oriented strategy known as the Snider Investment Method, combining systematic stock selection, option writing, and cash management, supported by proprietary screening tools and technology-enabled implementation options.

Wealth management
user avatar

Shelley S

Series 65

Irving, TX

Snider Advisors

Shelley Seagler is a financial advisor with Snider Advisors in Irving, TX, holding a Series 65 designation and 18 years of industry experience. She has worked at Chronim Advisors since 2007. In addition to her advisory role, Seagler is a licensed insurance representative and spends a significant portion of her time handling insurance-based solutions. Snider Advisors provides investment advisory and consulting services to individual and corporate clients, employing a rules-based, income-oriented investment strategy known as the Snider Investment Method. The firm offers a combination of portfolio management, educational workshops, and technology-enabled implementation tools, managing approximately $216 million in regulatory assets.

Wealth management
user avatar

Robert B

CFP®, Series 65

Irving, TX

Snider Advisors

Robert Brauer is a CFP® with 11 years of industry experience, currently serving at Snider Advisors in Irving, TX. He has been with Chronim Investments, now part of Snider Advisors, since 2014. Snider Advisors provides investment advisory and consulting services to individual and corporate clients, employing a rules-based, income-oriented strategy known as the Snider Investment Method. The firm manages approximately $216 million in assets across discretionary and non-discretionary accounts, and offers technology-enabled tools alongside portfolio management and educational workshops.

Wealth management
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")