Gerald Snyder
Clariti Wealth Advisors · Wilmington, Delaware
Gerald Snyder is a fee-only financial advisor at Clariti Wealth Advisors in Wilmington, Delaware. Clariti Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Clariti Wealth Advisors |
|---|---|
| Based in | Wilmington, Delaware |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $797.6M across 1,330 accounts |
| SEC registration | Investment adviser representative in DE, PA · CRD 2254079 |
| Exams passed | Series 63 (2011) · Series 65 (2006) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.claritiwealth.com |
How Gerald's firm compares
- Clariti Wealth Advisors's average account is about $600,000, from its Form ADV (assets managed divided by 1,330 accounts).
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Questions about Gerald
Is Gerald Snyder a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gerald holds no broker registration, and Clariti Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gerald charge for financial advice?
Gerald's firm, Clariti Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gerald Snyder based?
Gerald Snyder is based in Wilmington, Delaware.
Is Gerald Snyder registered with the SEC?
Yes. Gerald Snyder is registered as an investment adviser representative in DE and PA (CRD 2254079), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clariti Wealth Advisors manage?
Clariti Wealth Advisors reports $797.6M across 1,330 accounts in assets under management.
How do I contact Gerald Snyder?
Through Gerald's website, www.claritiwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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