Bruce D. Snyder

SFG WEALTH ADVISORS

TAMPA, FL 33606

Some features on this profile are disabled

CRD#: 4303557

Professional summary

Bruce Donald Snyder JR, CFP®, who also goes by Bruce ("don") Donald Snyder Jr, Don Snyder, is a registered financial advisor currently at SFG WEALTH ADVISORS, LLC located in Tampa, Florida and THE STRATEGIC FINANCIAL ALLIANCE, INC. located in Tampa, Florida.

Bruce is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Bruce has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bruce ("don") Donald Snyder Jr | Don 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.

1. FIXED INSURANCE/FIXED ANNUITY SALES - NOT INVESTMENT RELATED; TAMPA, FL 33606; FIXED INSURANCE SALES; AGENT; 2001; 1 HOUR/MONTH, 1 HOUR DURING TRADING; INSURANCE SALES THROUGH VARIOUS PRODUCT PROVIDERS. 2. STRATEGIC FINANCIAL ALLIANCE - INVESTMENT RELATED - TAMPA, FL - REGISTERED REPRESENTATIVE OF BROKER DEALER - SINCE 01/2012 - BROKERAGE SERVICES - 20 HOURS PER MONTH 3. Name: SFG Wealth Advisors LLC Position: President, Managing Member Nature: Investment Advisory and Financial Planning Investment Related: Yes Hours: 60 Securities Trading Hours: 50 Start Date: 04/01/2020 Address: 705 West Azeele St., Tampa FL 33609, United States Description: Oversee the operations and management of firm and also provide investment advice and financial planning services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Donald Snyder 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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

July 23, 2020 - Present

SFG WEALTH ADVISORS, LLC

Office #1: 705 West Azeele Street, Tampa, FL 33606

RIA

CRD#: 307368

TAMPA, FL

Current

January 20, 2012 - Present

THE STRATEGIC FINANCIAL ALLIANCE, INC.

Office #1: 705 W. Azeele Street, Tampa, FL 33606

RIA

CRD#: 126514

TAMPA, FL

Past

February 13, 2012 - September 7, 2021

THE STRATEGIC FINANCIAL ALLIANCE, INC.

RIA

CRD#: 126514

Wesley Chapel, FL

Past

June 17, 2005 - January 23, 2012

PACIFIC WEST FINANCIAL CONSULTANTS INC

RIA

CRD#: 108728

TAMPA, FL

Past

June 2, 2005 - January 23, 2012

PACIFIC WEST SECURITIES, INC.

CRD#: 6390

TAMPA, FL

Past

January 4, 2005 - June 1, 2005

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

TAMPA, FL

Past

December 12, 2000 - June 1, 2005

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

ROCKVILLE, MD

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".

SFG WEALTH ADVISORS, LLC

CRD#: 307368 / SEC#: 801-121619

RIA

Registered Investment Advisory firm - (6/29/2021 Approved)

Florida

Registered Investment Advisory firm - (7/21/2021 Terminated)

Texas

Registered Investment Advisory firm - (7/21/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(6/15/2016)

California
(1/20/2012)

Florida
(1/20/2012)

IAR

Florida
(7/23/2020)

Georgia
(1/20/2012)

Kentucky
(1/3/2025)

Minnesota
(4/28/2022)

New Jersey
(2/17/2015)

New York
(1/3/2025)

North Carolina
(1/20/2012)

Ohio
(5/17/2017)

South Carolina
(6/22/2015)

Texas
(1/8/2016)

IAR

Texas
(11/13/2020)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/2/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/15/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/11/2000

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

SFG WEALTH ADVISORS, LLC

CRD#: 307368 / SEC#: 801-121619

RIA

Registered Investment Advisory firm - (6/29/2021 Approved)

Florida

Registered Investment Advisory firm - (7/21/2021 Terminated)

Texas

Registered Investment Advisory firm - (7/21/2021 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

705 West Azeele Street, Tampa, FL 33606

Mailing Address

Phone number

(813) 251-9095

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SFG WEALTH ADVISORS - FORM ADV 2A - MARCH 25, 2025 (3/25/2025)

Regulatory assets under management

Total Number of Accounts	766
AUM (Assets Under Management)	$ 163,389,725

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.

Similar Advisors

Gustavo Delgado Alicea

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

IAR

Brandon, FL

Lee Gorgas

CHARLES SCHWAB & CO., INC.

IAR

Tampa, FL

Anita Cepeda

MORGAN STANLEY

Tampa, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Bruce D. Snyder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Donald Snyder JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE STRATEGIC FINANCIAL ALLIANCE, INC.

THE STRATEGIC FINANCIAL ALLIANCE, INC.

PACIFIC WEST FINANCIAL CONSULTANTS INC

PACIFIC WEST SECURITIES, INC.

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

Primary Firm SEC Registration

SFG WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/2/2004

Series 63

Date: 6/15/2001

SIE

Date: 10/1/2018

Series 7

Date: 12/11/2000

FINRA

Current Firm

SFG WEALTH ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SFG WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors