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About Us

Security Snapshot offers a wide range of cyber security services with the necessary tools and expertise to help satisfy your regulatory requirements. We partner with our clients from start to finish, focusing on their unique needs while providing easy-to-implement, effective strategies.

Our US-based team members work with you to understand where your security program is now, where it needs to be and the best way to get there.  You get to speak with real people who have a thorough understanding of your requirements.


Cyber security for Independent Broker Dealers, their Reps and RIAs is our only business and we've been doing it for over fourteen years. This experience helps us understand what it takes for you to be safe and compliant while running a successful business.  We work closely with you and your Broker Dealer to make sure you are compliant with their requirements. With our individualized road map in hand, we work with you to get it implemented.

We understand your business challenges, your regulatory requirements, and your compliance needs.​

We evaluate your needs, develop your plan, and implement your solution

​You get peace of mind and comfort knowing we are on your team, and you get to concentrate on your business.
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Our Goals

Our goals are simple:
  • We want you to be safe.

  • We want you to do the things you do well, working with your clients to help them achieve their financial goals.

  • We want you to have a good handle on the cybersecurity protections you have in place and to not have to become cyber security expert in the process.

  • We want you to sleep easy knowing you partnered with us to help protect your business and your clients.

  • To treat you and your staff as we ourselves want to be treated.

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