Bruce
Snyder

Sfg Wealth Advisors, LLC

CRD#819076
Investment Advisor
in Tampa, FL

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About this Advisor

Bruce Snyder is a financial advisor based out of Tampa, Florida with 3 years of relevant experience. Snyder is an advisor for Sfg Wealth Advisors, LLC. Their career trajectory has included roles at The Strategic Financial Alliance, Inc, Sfg Wealth Advisors and Snyder Financial Group. Snyder maintains a Series 63 license, which qualifies them as a securities broker, and is approved to serve investors in Florida. Sfg Wealth Advisors, LLC is a business operating out of Tampa, FL. It administers $128 million in assets among its 751 client accounts, making it one of the mid-sized firms in the United States by assets under management. The firm advises five charities and foundations. Of its 751 customer accounts, 22% are held by high-net-worth investors who have more than $1 million in investable assets. Sfg Wealth Advisors, LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules typically depend on which services the firm provides the client. However, fee types billed by Sfg Wealth Advisors, LLC most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

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

1995 - Present (29 years)

Snyder Financial Group

2012 - 2019 (7 years)

The Strategic Financial Alliance, Inc

*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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