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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2020
- Office Locations
- 1
Office Locations
About SFG Wealth Advisors, LLC
SFG Wealth Advisors, LLC is a Tampa, Florida RIA providing financial planning and portfolio construction through a repeatable Financial Roadmap process (discover, design, implement, review). The firm serves individuals including business owners and retirees, pairing ongoing advice with asset management. Portfolios lean on public funds and ETFs, and relationships include Schwab and Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
Investment Themes
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Platform
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Owner & Executives
BRUCE DONALD SNYDER JR
Chief Compliance Officer, Managing Member
- CRD
- #4303557
- Ownership
- 50% but less than 75%
BRUCE DONALD SNYDER
Owner
- CRD
- #819076
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Daniel Thomas Bader
Analyst
- CRD
- #6563038
Emily Elizabeth Kelly
--
- CRD
- #6976908
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $174,146,697 | $235,652 |
| Non-Discretionary | $13,526,419 | $338,160 |
| Total | $187,673,116 | $240,915 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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