Collaborative Wealth

Collaborative Wealth (CRD# 142106) is a financial advisory firm headquartered in Lake Mary, FL. They manage $112,292,839 in 659 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    112
    MILLION
  • Total Number of Accounts
    659
    ACCOUNTS
  • Average Account Value
    $170,399
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, FL, GA, IN, KS, MD, ME, MN, NC, NY, OR, TX, VA

Financial Advisors at Collaborative Wealth
Showing 1 - 10 of 10 top financial advisors.
1
Brenton Thai
CRD#: 5824640
972 International Parkway, Lake Mary, FL 32746
96
Wealthminder
score

Brenton Thai (CRD# 5824640) is an Investment Advisor Representative working at Collaborative Wealth in Lake Mary, FL and has over 6 years of experience in the finance industry. Brenton Thai has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert M. Georgiou
CRD#: 4840202
972 International Parkway, Lake Mary, FL 32746
93
Wealthminder
score

Robert Georgiou (CRD# 4840202) is an Investment Advisor Representative working at Collaborative Wealth in Lake Mary, FL and has over 13 years of experience in the finance industry.

3
Darla J. Greer
CRD#: 873136
972 International Parkway, Lake Mary, FL 32746
93
Wealthminder
score

Darla Greer (CRD# 873136) is an Investment Advisor Representative working at Collaborative Wealth in Lake Mary, FL and has over 36 years of experience in the finance industry.

4
Joseph M. Koury
CRD#: 5980911
972 International Parkway, Lake Mary, FL 32746
93
Wealthminder
score

Joseph Koury (CRD# 5980911) is an Investment Advisor Representative working at Collaborative Wealth in Lake Mary, FL and has over 6 years of experience in the finance industry.

5
John A. Davis
CRD#: 834464
2631 Nw 41st Street, Ste B, Gainesville, FL 32606
86
Wealthminder
score

John Davis (CRD# 834464) is an Investment Advisor Representative working at Collaborative Wealth in Gainesville, FL and has over 23 years of experience in the finance industry. John Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Michael P. Henderson
CRD#: 1584057
972 International Parkway, Lake Mary, FL 32746
86
Wealthminder
score

Michael Henderson (CRD# 1584057) is an Investment Advisor Representative working at Collaborative Wealth in Lake Mary, FL and has over 31 years of experience in the finance industry. Michael Henderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Kenneth N. Buccelli
CRD#: 4608672
8061 Spyglass Hill Road, Suite 104b, Melbourne, FL 32940
81
Wealthminder
score

Kenneth Buccelli (CRD# 4608672) is an Investment Advisor Representative working at Collaborative Wealth in Melbourne, FL and has over 15 years of experience in the finance industry.

8
Christopher M. Squires
CRD#: 2938521
8061 Spyglass Hill Road, Ste 104b, Melbourne, FL 32940
81
Wealthminder
score

Christopher Squires (CRD# 2938521) is an Investment Advisor Representative working at Collaborative Wealth in Melbourne, FL and has over 20 years of experience in the finance industry.

9
Chad R. Justice
CRD#: 4788183
972 International Parkway, Lake Mary, FL 32746
73
Wealthminder
score

Chad Justice (CRD# 4788183) is an Investment Advisor Representative working at Collaborative Wealth in Lake Mary, FL and has over 13 years of experience in the finance industry.

10
Thomas P. Pratt
CRD#: 6599076
972 International Parkway, Lake Mary, FL 32746
68
Wealthminder
score

Thomas Pratt (CRD# 6599076) is an Investment Advisor Representative working at Collaborative Wealth in Lake Mary, FL and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.