Merrill
46yrs
Top advisor by experience in New Haven
20yrs
Based in New Haven, Connecticut, Jonathan Snyder is a fiduciary financial advisor with 20 years of industry experience. Jonathan joined Morgan Stanley in 2009, after two years at Citigroup Global Markets. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 277 advisors with offices in New Haven, and one of 264 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 60% of advisors in New Haven
Office545 Long Wharf Drive 7th Floor, New Haven, CT 06511
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2009 – nowMorgan StanleyCurrent firm
- 2007 – 2009Citigroup Global Markets Inc.Previously
Contact Jonathan
Local office(203) 786-2168Ask for Jonathan. (914) 225-5510Main office · Purchase, NY 545 Long Wharf Drive 7th FloorNew Haven, CT 06511Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathan
How do I contact Jonathan?
Call Jonathan’s local office at (203) 786-2168 or the Morgan Stanley main office at (914) 225-5510, and ask for Jonathan Snyder.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2007, about 20 years. More experience than 60% of advisors in New Haven.
What licenses does Jonathan hold?
Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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