Gerald Snyder

from Clariti Wealth Advisors
SEC regulated
Regulated Investment Advisor
Gerald Snyder is a financial advisor based in Delaware, Wilmington, with 18 years of experience. Gerald currently works for Clariti Wealth Advisors. Gerald maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Gerald Snyder works at Clariti Wealth Advisors
Clariti Wealth Advisors is a financial advisory firm based in Wilmington, Delaware. It currently has approximately $412,124,353 of assets under management and employs about 12 people. Clariti Wealth Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
20 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
2710 Centerville Road, Suite 201, Wilmington, Delaware, 19808

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