Joshua Snoddy has been Managing Member/Investment Advisor Representative of HighRoad Wealth Advisors since May 2024, is a control person of the firm and directly owns between 50% and 75% of it. Joshua Snoddy holds a Bachelor of Science in Business Administration (CPA Track) from Eastern Oregon University.
Highroad Wealth Advisors, LLC is a Coos Bay, OR firm with $189M under management, 111 clients and 3 advisers in one office, as of its January 2026 filing.
Josh Snoddy is Co-Founder and Investment Advisor Representative of HighRoad Wealth Advisors, based in Coos Bay, Oregon. He began his career in public accounting, spending five years on tax planning and strategy, before joining Smith Barney as a Financial Advisor in 2007. In 2014 he and Jason Finnigan co-founded HighRoad Wealth Advisors.
Joshua Snoddy’s longest registration was 10 years at Wells Fargo Advisors (2014–2024). Before joining HighRoad Wealth Advisors in 2024, Joshua Snoddy was registered through Wells Fargo Advisors and Morgan Stanley.
- – present · 2 yearsCoos Bay, OR · Adviser representative · Firm CRD 331566
- Wells Fargo Advisors– · 10 yearsCoos Bay, OR · Adviser representative · Firm CRD 11025
- Morgan Stanley– · 4 yearsCoos Bay, OR · Adviser representative · Firm CRD 149777
- Citigroup Global Markets Inc.– · 1 yearCoos Bay, OR · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
Joshua Snoddy is registered as an investment adviser representative in Oregon, since August 2024.
- OregonSince 1 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 1 February 2008 |
| Series 7 | General Securities Representative Examination | 3 January 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joshua James Snoddy
- CRD
- 5446837
- Firm
- HighRoad Wealth Advisors · CRD 331566
- Role
- Managing Member/Investment Advisor Representative
- Office
- 170 S. 2ND STREET, SUITE 201, Coos Bay, OR 97420
- Registration
- Investment adviser registration
- In the industry since
- January 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- highroadwa.com
Where does Joshua Snoddy work?
Joshua Snoddy has been Managing Member/Investment Advisor Representative of Highroad Wealth Advisors, LLC since May 2024, and is a control person of the firm.
Is Joshua Snoddy a financial advisor?
Yes. Joshua Snoddy has a current investment-adviser registration in Oregon, through HighRoad Wealth Advisors since August 2024.
How many years of experience does Joshua Snoddy have?
Joshua Snoddy has 18 years in the financial industry, since January 2008, across 4 adviser firms.
What exams has Joshua Snoddy passed?
Joshua Snoddy has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2008. FINRA credited Joshua Snoddy with the SIE, which began in October 2018.
Where did Joshua Snoddy work before HighRoad Wealth Advisors?
Before HighRoad Wealth Advisors, Joshua Snoddy was registered through Morgan Stanley, June 2009 to February 2014; Citigroup Global Markets Inc., February 2008 to June 2009.
Where is Joshua Snoddy based?
Joshua Snoddy’s registered office is in Coos Bay, OR.
Is Joshua Snoddy registered with FINRA?
No. Joshua Snoddy has no current broker registration.
How can I verify Joshua Snoddy’s record?
Search CRD 5446837 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Snoddy’s full registration record.
