Bruce
Snyder

Sfg Wealth Advisors, LLC

CRD#4303557
Investment Advisor
in Tampa, FL

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About this Advisor

Bruce Snyder is a certified financial planner who works out of Tampa, Florida with 3 years of industry experience. Snyder currently works for Sfg Wealth Advisors, LLC. The advisor has gained experience at Snyder Financial Group, LLC, The Strategic Financial Alliance, Inc and Sfg Wealth Advisors LLC. Snyder holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida and Texas. Sfg Wealth Advisors, LLC is a financial advisory firm based in Tampa, FL. It controls $128 million in assets among its 751 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm serves five charities and foundations. Of its 751 customer accounts, 22% belong to high-net-worth investors who have more than $1 million in assets. The business has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees largely vary depending on which services the firm provides the client. However, fees billed by Sfg Wealth Advisors, LLC likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

705 West Azeele Street
Tampa, FL 33606

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Sfg Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$127,816,156

FL Average: $1,855,561,029
Total Number of Employees

7

FL Average: 62
Total Number of Accounts

751

FL Average: 2,474
Average Account Size

$170,195

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Bruce Snyder Work History

Bruce has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Sfg Wealth Advisors LLC

2012 - Present (12 years)

The Strategic Financial Alliance, Inc

2001 - Present (23 years)

Snyder Financial Group, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Ryan Johns
Tampa, FL
Bruce Snyder
Tampa, FL
Bruce Snyder
Tampa, FL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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