Bruce D. Snyder

SFG WEALTH ADVISORS

TAMPA, FL 33606

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CRD#: 819076

Professional summary

Bruce Donald Snyder, who also goes by Bruce D Snyder, is a registered financial advisor currently at SFG WEALTH ADVISORS, LLC located in Tampa, Florida.

Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1976. Bruce has worked at 11 firms and has passed the Series 63, SIE and Series 1 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bruce D 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.

SNYDER FINANCIAL GROUP - OWNER/INSURANCE AGENT - SINCE 2015 - TAMPA, FL - INSURANCE PRODUCT SALES - 10 HOURS PER MONTH DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Donald 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

November 4, 2020 - Present

SFG WEALTH ADVISORS, LLC

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

RIA

CRD#: 307368

TAMPA, FL

Past

February 13, 2012 - December 31, 2019

THE STRATEGIC FINANCIAL ALLIANCE, INC.

RIA

CRD#: 126514

TAMPA, FL

Past

January 20, 2012 - December 31, 2019

THE STRATEGIC FINANCIAL ALLIANCE, INC.

CRD#: 126514

TAMPA, FL

Past

July 19, 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

October 22, 1996 - June 1, 2005

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

TAMPA, FL

Past

October 22, 1996 - June 1, 2005

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

ROCKVILLE, MD

Past

February 1, 1995 - October 23, 1996

CETERA ADVISORS LLC

CRD#: 10299

GREENWOOD VILLAGE, CO

Past

April 5, 1988 - February 9, 1995

LOCUST STREET SECURITIES, INC.

CRD#: 1703

DES MOINES, IA

Past

May 30, 1986 - April 5, 1988

BERACHAH SECURITIES CORPORATION

CRD#: 16228

Past

November 27, 1985 - October 8, 1986

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

November 15, 1981 - February 10, 1988

VERAVEST INVESTMENTS, INC.

CRD#: 3960

Past

May 3, 1979 - November 11, 1981

EQUITY SERVICES, INC.

CRD#: 265

Past

March 3, 1976 - September 6, 1979

VERAVEST INVESTMENTS, INC.

CRD#: 3960

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.

Highlighted states indicate IAR registrations

IAR

Florida
(11/4/2020)

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.

Exams

State Security Law Exam

Series 63

Date: 5/6/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 1

Date: 2/24/1976

Registered Representative Examination

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)

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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.

Contact information

xxxxx@xxxx.xxx

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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'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

CETERA ADVISORS LLC

LOCUST STREET SECURITIES, INC.

BERACHAH SECURITIES CORPORATION

INTEGRATED RESOURCES EQUITY CORPORATION

VERAVEST INVESTMENTS, INC.

EQUITY SERVICES, INC.

VERAVEST INVESTMENTS, INC.

Primary Firm SEC Registration

SFG WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/6/1987

SIE

Date: 10/1/2018

Series 1

Date: 2/24/1976

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

Contact information

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