Daniel Snyder
3D Advisor Group · Hopkinton, Massachusetts
Daniel Snyder is a fee-only financial advisor at 3D Advisor Group in Hopkinton, Massachusetts. 3D Advisor Group reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | 3D Advisor Group |
|---|---|
| Based in | Hopkinton, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $194.3M across 284 accounts |
| SEC registration | Investment adviser representative in MA, TX · CRD 5345042 |
| Exams passed | Series 63 (2007) · Series 65 (2012) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.3dadvisorgroup.com |
| Profile |
How Daniel's firm compares
- 3D Advisor Group's average account is about $684,000, from its Form ADV (assets managed divided by 284 accounts).
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Questions about Daniel
Is Daniel Snyder a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and 3D Advisor Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, 3D Advisor Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Daniel Snyder based?
Daniel Snyder is based in Hopkinton, Massachusetts.
Is Daniel Snyder registered with the SEC?
Yes. Daniel Snyder is registered as an investment adviser representative in MA and TX (CRD 5345042), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does 3D Advisor Group manage?
3D Advisor Group reports $194.3M across 284 accounts in assets under management.
How do I contact Daniel Snyder?
Through Daniel's website, www.3dadvisorgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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