Bruce
Snyder
Sfg Wealth Advisors, LLC
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Sfg Wealth Advisors, LLC Brokerage Details
$127,816,156
7
751
$170,195
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.*
Sfg Wealth Advisors
Snyder Financial Group
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
Tampa, FL
Tampa, FL
Tampa, FL
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