Bruce
Snyder
Sfg Wealth Advisors, LLC
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About this Advisor
Bruce Snyder is a financial advisor based in Tampa, Florida, working with Sfg Wealth Advisors, LLC. Bruce has previously held positions at Snyder Financial Group, LLC, The Strategic Financial Alliance, Inc, and Sfg Wealth Advisors LLC. Bruce has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Texas. Currently, Bruce is part of Sfg Wealth Advisors, LLC, which operates out of Tampa, Florida. The firm has 5 employees and manages assets totaling $149.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Sfg Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sfg Wealth Advisors, LLC Brokerage Details
$148,983,643
5
796
$187,165
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Bruce Snyder Work History
Sfg Wealth Advisors LLC
The Strategic Financial Alliance, Inc
Snyder Financial Group, LLC
Disclosures
Please visit the SEC profile of Bruce Snyder to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sfg Wealth Advisors, LLC
Tampa, FL
Tampa, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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