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Inactive

Gerald Raul Snyder

Clariti Wealth Advisors

Wilmington, DE

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Current Employers
Clariti Wealth Advisors

2710 Centerville Road Suite 201, Wilmington, DE 19808-1644 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2021-01-05
PA RA APPROVED 2021-01-05
  • DE RA
    APPROVED
    Since 2021-01-05
  • PA RA
    APPROVED
    Since 2021-01-05

Branch Locations

2710 Centerville Road Suite 201, Wilmington, DE 19808-1644 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Greenville DE 10/2011 09/2020
Schiavi + Dattani Wilmington DE 01/2021 Present
Unemployed Malvern PA 10/2020 12/2020
  • 10/2011 → 09/2020
    Fidelity Brokerage Services Llc
    Greenville, DE
  • 01/2021 → Present
    Schiavi + Dattani
    Wilmington, DE
  • 10/2020 → 12/2020
    Unemployed
    Malvern, PA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-11-22
S65 Uniform Investment Adviser Law Examination 2006-09-08
  • S63 Uniform Securities Agent State Law Examination
    2011-11-22
  • S65 Uniform Investment Adviser Law Examination
    2006-09-08
Other Names
  • Jerry Snyder

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

LORI ANN RUTKOWSKI
ROBERT GEORGE ZIEGLER
GERARD PHILLIPPE VIARS
STEPHEN CRAIG MCDERMOTT
BRENT CHRISTOPHER FUCHS
Michelle Keiko Mullinix
ABBY LEIGH PUBUSKY
Sophie Schroyer

Other Offices

OSAIC WEALTH, INC. · WILMINGTON, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
AMERIPRISE FINANCIAL SERVICES, LLC · Wilmington, DE
KINGSVIEW WEALTH MANAGEMENT, LLC · Wilmington, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, DE
PNC WEALTH MANAGEMENT LLC · WILMINGTON, DE
EDWARD JONES · WILMINGTON, DE

More in Wilmington, DE

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