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Detailed Report
Luke James Snyder
CRD#: 7465309
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Investment Adviser
EDELMAN FINANCIAL ENGINESCRD#: 104510 CHARLESTON, SC
Registration History
202120222023202420252026IAEDELMAN FINANCIAL ENGINES (CRD# 104510)2024 - Present (<1 year)IAMCADAM LLC (CRD# 170914)2021 - 2024 (2 years)
License(s)

State Registrations

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South Carolina 10/25/2024
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Texas 5/23/2024
Current Registration(s)
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EDELMAN FINANCIAL ENGINES (CRD#:104510)
CHARLESTON, SC
Registered with this firm since 5/23/2024
Previous Registration(s)
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 11/09/2021 - 05/20/2024 MCADAM LLC (CRD#:170914) PHILADELPHIA, PA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.