William B. Snyder

KCONNALLY STRATEGIES

Manor, TX

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CRD#: 4532318

Professional summary

William Bruce Snyder, who also goes by William Bruce Snyder, is a registered financial advisor currently at KCONNALLY STRATEGIES, LLC located in Manor, Texas.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. William has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William Bruce 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.

Lend-Creek; Not Investment Related; Austin, TX; Operations Manager; Started 03/2025; Approximately 30 hours per month spent; Approximately 20 hours per month during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Bruce Snyder's 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 29, 2025 - Present

KCONNALLY STRATEGIES, LLC

RIA

CRD#: 335766

Manor, TX

Past

March 31, 2022 - November 5, 2024

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

AUSTIN, TX

Past

March 31, 2022 - November 5, 2024

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

AUSTIN, TX

Past

October 6, 2021 - January 11, 2022

ERNST & YOUNG INVESTMENT ADVISERS LLP

RIA

CRD#: 110921

Tampa, FL

Past

August 12, 2020 - July 29, 2021

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

Austin, TX

Past

August 12, 2020 - July 29, 2021

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

January 22, 2014 - August 13, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

ROUND ROCK, TX

Past

May 28, 2013 - August 13, 2020

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ROUND ROCK, TX

Past

March 30, 2012 - March 25, 2013

NEW ENGLAND SECURITIES

CRD#: 615

MINNETONKA, MN

Past

January 3, 2011 - November 7, 2011

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

MINNEAPOLIS, MN

Past

March 30, 2006 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

MINNEAPOLIS, MN

Past

July 10, 2003 - January 3, 2005

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

October 6, 2002 - July 14, 2003

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

October 6, 2002 - July 14, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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

Texas
(6/29/2025)

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 66

Date: 9/12/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/3/2002

General Securities Representative Examination

Current Firm

KCONNALLY STRATEGIES, LLC

CRD#: 335766 / SEC#:

Texas

Registered Investment Advisory firm - (6/26/2025 Approved)

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Contact information

Main Address

Leander, TX

Mailing Address

Phone number

(512) 541-8319

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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

William B. Snyder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

ERNST & YOUNG INVESTMENT ADVISERS LLP

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

NEW ENGLAND SECURITIES

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO INVESTMENTS, LLC

NEW ENGLAND SECURITIES

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/12/2002

SIE

Date: 10/1/2018

Series 7

Date: 10/3/2002

Current Firm

KCONNALLY STRATEGIES, LLC

Contact information

Documents

Red Flags

Company Information

KCONNALLY STRATEGIES, LLC

TRUST BUT VERIFY

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