Gerald Snyder has been an investment adviser representative at Schiavi & Company since January 2021, and is not listed among the firm’s executive officers or direct owners. Gerald Snyder holds a B.B.A. in Marketing from James Madison University.
Schiavi & Company LLC is a Wilmington, DE firm with $798M under management, 263 clients and 6 advisers across 2 offices, as of its March 2026 filing.
Jerry Snyder is a Senior Wealth Advisor at Clariti Wealth Advisors. He is responsible for working with clients on financial plan preparation, ongoing plan management and investment reviews, and has over 30 years of experience in finance. Before joining Clariti, he was a Vice President and Financial Consultant at Fidelity Investments Private Client Group in Greenville, DE.
Gerald Snyder’s longest registration was 9 years at Strategic Advisers Inc. (1993–2003). Before joining Schiavi & Company in 2021, Gerald Snyder was registered through Fidelity Personal and Workplace Advisors and Strategic Advisers LLC.
- Clariti Wealth AdvisorsCurrent– present · 5 yearsWilmington, DE · Adviser representative · Firm CRD 104804
- Fidelity Personal and Workplace Advisors– · 2 yearsBoston, MA · Adviser representative · Firm CRD 288590
- Strategic Advisers LLC– · 6 yearsGreenville, DE · Adviser representative · Firm CRD 104555
- Arin Risk Advisors LLC– · 1 yearConshohocken, PA · Adviser representative · Firm CRD 151491
- SEI Investments Management Corp– · 2 yearsOaks, PA · Adviser representative · Firm CRD 105146
- Deutsche Bank Securities Inc.– · under a yearWashington, DC · Adviser representative · Firm CRD 2525
- Strategic Advisers Inc.– · 9 yearsBoston, MA · Adviser representative · Firm CRD 104555
Investment adviser representative registrations
Gerald Snyder is registered as an investment adviser representative in 2 states. Each was approved in January 2021.
- DelawareSince 5 January 2021
- PennsylvaniaSince 5 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 22 November 2011 |
| Series 65 | Uniform Investment Adviser Law Examination | 8 September 2006 |
| Series 7 | General Securities Representative Examination | 6 July 1992 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Gerald Raul Snyder
- CRD
- 2254079
- Firm
- Schiavi & Company · CRD 104804
- Office
- 2710 CENTERVILLE ROAD, SUITE 201, Wilmington, DE 19808-1644
- Registration
- Investment adviser registration
- In the industry since
- February 1994
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- claritiwealth.com
Where does Gerald Snyder work?
Gerald Snyder is an investment adviser representative registered through Schiavi & Company LLC since January 2021, and is not listed among the firm’s executive officers or direct owners.
Is Gerald Snyder a financial advisor?
Yes. Gerald Snyder has a current investment-adviser registration in Delaware and Pennsylvania, through Schiavi & Company since January 2021.
How many years of experience does Gerald Snyder have?
Gerald Snyder has 32 years in the financial industry, since February 1994, across 6 adviser firms.
What exams has Gerald Snyder passed?
Gerald Snyder has passed 3 licensing exams: the Series 7, Series 65 and Series 63. The earliest, the Series 7, was passed in July 1992. FINRA credited Gerald Snyder with the SIE, which began in October 2018.
Where did Gerald Snyder work before Schiavi & Company?
Before Schiavi & Company, Gerald Snyder was registered through Fidelity Personal and Workplace Advisors, July 2018 to September 2020; Strategic Advisers LLC, January 2012 to July 2018; Arin Risk Advisors LLC, February 2010 to October 2011; SEI Investments Management Corp, July 2007 to July 2009; Deutsche Bank Securities Inc., September 2006 to July 2007; Strategic Advisers Inc., November 1993 to March 2003.
Where is Gerald Snyder based?
Gerald Snyder’s registered office is in Wilmington, DE.
Is Gerald Snyder registered with FINRA?
No. Gerald Snyder has no current broker registration.
How can I verify Gerald Snyder’s record?
Search CRD 2254079 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gerald Snyder’s full registration record.
