INGALLS & SNYDER LLC
SEC RegisteredCommitment to your future. Dedication to your success.
About the firm
Founded in 1924 by Roscoe C. Ingalls and John T. Snyder, Ingalls & Snyder has delivered exceptional investment advice and service to clients for over 100 years. The firm has remained independent while providing custom investment management, wealth advisory, and family office solutions. Many client relationships have lasted for multiple generations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Custom portfolio management, active portfolio management with research and analysis tailored to each client's financial needs and goals, wealth advisory and planning, comprehensive planning addressing clients' complete wealth picture, and family office services designed for the unique challenges of significant wealth.
Who they serve
Private clients and institutional clients, including those with significant wealth requiring family office services; many relationships have lasted for multiple generations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 3,155 | $1.0B |
| High Net Worth Individuals | 1,090 | $5.8B |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 3 | $189M |
| Charitable Organizations | 51 | $103M |
| State/Municipal Entities | 59 | — |
| Insurance Companies | 1 | — |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
52 advisors in the directory
Regulatory & compliance
Data as of December 24, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. INGALLS & SNYDER LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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