William T. Sneed

FORVIS MAZARS WEALTH ADVISORS

Asheville, NC 28806

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CRD#: 1377917

Professional summary

William Thompson Sneed JR, who also goes by Wil Sneed, Will Sneed Jr, Will Sneed, is a registered financial advisor currently at FORVIS MAZARS WEALTH ADVISORS, LLC located in Asheville, North Carolina.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. William has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Wil Sneed | Will Sneed Jr | Will Sneed

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. PRESIDENT OF ALL JESUS MINISTRIES 2. WORK PART TIME AS A NON-COMPENSATED ASSOCIATE OF B&K LAWN CARE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Thompson Sneed JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 1, 2022 - Present

FORVIS MAZARS WEALTH ADVISORS, LLC

Office #1: 500 Ridgefield Court Suite 100, Asheville, NC 28806Office #2: 1003 Red Banks Road, Greenville, NC 27858Office #3: 245 Riverside Ave. Suite 410, Jacksonville, FL 32202Office #4: 191 Peachtree Street Ne Suite 2700, Atlanta, GA 30303Office #5: 2501 Blue Ridge Road Suite 500, Raleigh, NC 27607

RIA

CRD#: 110905

Asheville, NC

Past

January 3, 2017 - August 24, 2022

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

RIA

CRD#: 109279

Raleigh, NC

Past

September 29, 2006 - December 31, 2016

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

RIA

CRD#: 109279

ASHEVILLE, NC

Past

May 14, 2003 - September 20, 2006

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

GREENVILLE, NC

Past

August 15, 2000 - September 20, 2006

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

GREENVILLE, NC

Past

April 15, 1993 - August 17, 2000

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

September 17, 1990 - April 21, 1993

FIRST UNION CAPITAL MARKETS CORP.

CRD#: 6124

CHARLOTTE, NC

Past

May 15, 1986 - September 28, 1990

WACHOVIA SECURITIES, INC.

CRD#: 431

CHARLOTTE, NC

Past

June 19, 1985 - June 4, 1986

FIRST JERSEY SECURITIES, INC.

CRD#: 6621

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FORVIS MAZARS WEALTH ADVISORS, LLC

CRD#: 110905 / SEC#: 801-56928

RIA

Registered Investment Advisory firm - (10/28/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(5/29/2024)

IAR

Georgia
(2/24/2025)

IAR

North Carolina
(6/1/2022)

IAR

Texas
(6/27/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/15/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/20/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/15/1985

General Securities Representative Examination

Current Firm

FORVIS MAZARS WEALTH ADVISORS, LLC

CRD#: 110905 / SEC#: 801-56928

RIA

Registered Investment Advisory firm - (10/28/1999 Approved)

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Contact information

Main Address

910 East St Louis St, Springfield, MO 65806

Mailing Address

Phone number

(417) 831-7283

Established

Firm type

Fiscal year end

# of Employees

123

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A 082025 (8/20/2025)

Regulatory assets under management

Total Number of Accounts	13,227
AUM (Assets Under Management)	$ 9,751,986,659

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/18/2025	Cover Page	Report
09/18/2024	Cover Page	Report
01/23/2024	Cover Page	Report
11/21/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

William T. Sneed

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Thompson Sneed JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

FIRST UNION CAPITAL MARKETS CORP.

WACHOVIA SECURITIES, INC.

FIRST JERSEY SECURITIES, INC.

Primary Firm SEC Registration

FORVIS MAZARS WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/15/2003

Series 63

Date: 6/20/1985

Series 7

Date: 6/15/1985

Current Firm

FORVIS MAZARS WEALTH ADVISORS, LLC

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FORVIS MAZARS WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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