William Sneed has been Regional Sector Leader of Forvis Mazars Wealth Advisors since June 2022, is a control person of the firm and directly owns under 5% of it.
Forvis Mazars Wealth Advisors, LLC is a Springfield, MO firm with $12B under management, 4,584 clients and 82 advisers across 66 offices, as of its August 2026 filing.
William Sneed’s longest registration was 15 years at Dixon Hughes Goodman Wealth Advisors LLC (2006–2022). Before joining Forvis Mazars Wealth Advisors in 2022, William Sneed was registered through Dixon Hughes Goodman Wealth Advisors LLC and Wachovia Securities, LLC.
- – present · 4 yearsAdviser representative · Firm CRD 110905
- Dixon Hughes Goodman Wealth Advisors LLC– · 15 yearsRaleigh, NC · Adviser representative · Firm CRD 109279
- Wachovia Securities, LLC– · 3 yearsGreenville, NC · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
William Sneed is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from June 2022; the most recent is Georgia, in February 2025.
- FloridaSince 29 May 2024
- GeorgiaSince 24 February 2025
- North CarolinaSince 1 June 2022
- TexasResidentSince 27 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 April 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 June 1985 |
| Series 7 | General Securities Representative Examination | 15 June 1985 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- William Thompson Sneed
- CRD
- 1377917
- Firm
- Forvis Mazars Wealth Advisors · CRD 110905
- Role
- Regional Sector Leader
- Registration
- Investment adviser registration
- In the industry since
- May 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does William Sneed work?
William Sneed has been Regional Sector Leader of Forvis Mazars Wealth Advisors, LLC since June 2022, and is a control person of the firm.
Is William Sneed a financial advisor?
Yes. William Sneed has a current investment-adviser registration in Florida, Georgia, North Carolina and Texas, through Forvis Mazars Wealth Advisors since June 2022.
How many years of experience does William Sneed have?
William Sneed has 23 years in the financial industry, since May 2003, across 3 adviser firms.
What exams has William Sneed passed?
William Sneed has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in June 1985.
Where did William Sneed work before Forvis Mazars Wealth Advisors?
Before Forvis Mazars Wealth Advisors, William Sneed was registered through Wachovia Securities, LLC, May 2003 to September 2006.
Is William Sneed registered with FINRA?
No. William Sneed has no current broker registration.
How can I verify William Sneed’s record?
Search CRD 1377917 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Sneed’s full registration record.