Collaborative Wealth

Collaborative Wealth (CRD# 142106) is a financial advisory firm headquartered in Lake Mary, FL. They manage $463,643,037 in 1,638 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    464
    MILLION
  • Total Number of Accounts
    1,638
    ACCOUNTS
  • Average Account Value
    $283,054
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, IN, LA, NC, NH, NY, TN, TX, VA

Financial Advisors at Collaborative Wealth
Showing 1 - 10 of 13 top financial advisors.
1
Matthew G. Giles
CRD#: 5652239
972 International Parkway, Lake Mary, FL 32746

Matthew Giles (CRD# 5652239) is an Investment Advisor Representative working at Collaborative Wealth in Lake Mary, FL and has over 13 years of experience in the finance industry.

2
Darla J. Greer
CRD#: 873136
4915 Nw 43rd Street, Gainesville, FL 32606

Darla Greer (CRD# 873136) is an Investment Advisor Representative working at Collaborative Wealth in Gainesville, FL and has over 42 years of experience in the finance industry.

3
Chad R. Justice
CRD#: 4788183
972 International Parkway, Lake Mary, FL 32746

Chad Justice (CRD# 4788183) is an Investment Advisor Representative working at Collaborative Wealth in Lake Mary, FL and has over 19 years of experience in the finance industry.

4
Stephen Magallanes
CRD#: 5238169
1805 S Kanner Hwy, Stuart, FL 34994

Stephen Magallanes (CRD# 5238169) is an Investment Advisor Representative working at Collaborative Wealth in Stuart, FL and has over 15 years of experience in the finance industry.

5
Thomas P. Pratt
CRD#: 6599076
6900 Tavistock Lakes Blvd, Ste 400, Orlando, FL 32827

Thomas Pratt (CRD# 6599076) is an Investment Advisor Representative working at Collaborative Wealth in Orlando, FL and has over 7 years of experience in the finance industry.

6
Randall H. Reed
CRD#: 3152155
1805 S Kanner Highway, Stuart, FL 34994

Randall Reed (CRD# 3152155) is an Investment Advisor Representative working at Collaborative Wealth in Stuart, FL and has over 19 years of experience in the finance industry.

7
Larry Resczenski
CRD#: 2236292
4915 Nw 43rd Street, Gainesville, FL 32606

Larry Resczenski (CRD# 2236292) is an Investment Advisor Representative working at Collaborative Wealth in Gainesville, FL and has over 20 years of experience in the finance industry.

8
Shawn M. Smith
CRD#: 6183746
972 International Parkway, Lake Mary, FL 32746

Shawn Smith (CRD# 6183746) is an Investment Advisor Representative working at Collaborative Wealth in Lake Mary, FL and has over 9 years of experience in the finance industry.

9
Brenton Thai
CRD#: 5824640
972 International Parkway, Lake Mary, FL 32746

Brenton Thai (CRD# 5824640) is an Investment Advisor Representative working at Collaborative Wealth in Lake Mary, FL and has over 12 years of experience in the finance industry.

10
Donald F. White
CRD#: 1347171
1805 S. Kanner Hwy, Stuart, FL 34994

Donald White (CRD# 1347171) is an Investment Advisor Representative working at Collaborative Wealth in Stuart, FL and has over 36 years of experience in the finance industry.

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