Gerald R. Snyder

CLARITI WEALTH ADVISORS

Wilmington, DE 19808-1644

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CRD#: 2254079

Professional summary

Gerald Raul Snyder, who also goes by Jerry Snyder, is a registered financial advisor currently at CLARITI WEALTH ADVISORS located in Wilmington, Delaware.

Gerald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Gerald has worked at 9 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jerry Snyder

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerald Raul Snyder'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

January 5, 2021 - Present

CLARITI WEALTH ADVISORS

Office #1: 2710 Centerville Road Suite 201, Wilmington, DE 19808-1644

RIA

CRD#: 104804

Wilmington, DE

Past

July 13, 2018 - September 14, 2020

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

January 9, 2012 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

GREENVILLE, DE

Past

December 21, 2011 - September 8, 2020

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

GREENVILLE, DE

Past

February 2, 2010 - October 21, 2011

ARIN RISK ADVISORS LLC

RIA

CRD#: 151491

CONSHOHOCKEN, PA

Past

March 24, 2009 - July 23, 2009

SEI INVESTMENTS DISTRIBUTION CO.

CRD#: 10690

OAKS, PA

Past

July 11, 2007 - July 23, 2009

SEI INVESTMENTS MANAGEMENT CORP

RIA

CRD#: 105146

OAKS, PA

Past

September 15, 2006 - July 20, 2007

DEUTSCHE BANK SECURITIES INC.

RIA

CRD#: 2525

WASHINGTON, DC

Past

July 24, 2006 - July 20, 2007

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

WASHINGTON, DC

Past

October 27, 2003 - July 25, 2006

UNITED BROKERAGE SERVICES, INC

CRD#: 39062

PARKERSBURG, WV

Past

November 2, 1993 - March 10, 2003

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

BOSTON, MA

Past

July 8, 1992 - March 3, 2003

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

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".

CLARITI WEALTH ADVISORS

CLARITI WEALTH ADVISORS | SCHIAVI + DATTANI | SCHIAVI + COMPANY | SCHIAVI & COMPANY LLC | SCHIAVI & CO

CRD#: 104804 / SEC#: 801-18338

RIA

Registered Investment Advisory firm - (1/31/1983 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

Delaware
(1/5/2021)

IAR

Pennsylvania
(1/5/2021)

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

Series 63

Date: 11/22/2011

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/8/2006

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/6/1992

General Securities Representative Examination

Current Firm

CLARITI WEALTH ADVISORS

CLARITI WEALTH ADVISORS | SCHIAVI + DATTANI | SCHIAVI + COMPANY | SCHIAVI & COMPANY LLC | SCHIAVI & CO

CRD#: 104804 / SEC#: 801-18338

RIA

Registered Investment Advisory firm - (1/31/1983 Approved)

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Contact information

Main Address

2710 Centerville Road Suite 201, Wilmington, DE 19808-1644

Mailing Address

Phone number

(302) 994-4444

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,265
AUM (Assets Under Management)	$ 622,223,185

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/22/2025	Cover Page	Report
02/23/2024	Cover Page	Report
04/06/2023	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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Advisor Monitoring

Firm Stability Insights

Gerald R. Snyder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerald Raul Snyder's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

ARIN RISK ADVISORS LLC

SEI INVESTMENTS DISTRIBUTION CO.

SEI INVESTMENTS MANAGEMENT CORP

DEUTSCHE BANK SECURITIES INC.

DEUTSCHE BANK SECURITIES INC.

UNITED BROKERAGE SERVICES, INC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

CLARITI WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 11/22/2011

Series 65

Date: 9/8/2006

SIE

Date: 10/1/2018

Series 7

Date: 7/6/1992

Current Firm

CLARITI WEALTH ADVISORS

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CLARITI WEALTH ADVISORS

TRUST BUT VERIFY

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