DS
CFP
DS
CFP

Dwayne Snyder

26 Years of Experience
Nazareth, PA
BrokerSells Insurance

Dwayne Snyder is a CFP-designated registered investment advisor, based in Nazareth, PA, with 26 years of industry experience.

Location

19 S. Broad St., Nazareth, PA, 18064

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Dwayne is involved in several business activities, including selling equity-indexed annuities through Avantax Insurance Agency, providing asset analysis as a Certified Divorce Financial Analyst, and managing rental properties. He also owns Smart Cents, providing accounting, tax preparation, and wealth management services, taking up nearly all of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
May 2006 - September 2025 · 19 yrs 4 mos
Avantax Investment Services, INC.Broker
September 1999 - September 2025 · 26 yrs
State Registrations17 states
ARAZCODEFLGAMEMIMONCNJNYOKPASCVAVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Dwayne Snyder - Financial Advisor | TrueAdvisor