Sarasota Capital Strategies,inc.
Sarasota Capital Strategies,inc. (CRD# 125951) is a financial advisory firm headquartered in Osprey, FL. They manage $40,000,000 in 144 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management40MILLION
Total Number of Accounts144ACCOUNTS
Average Account Value$277,778
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Anthony Welch (CRD# 2173192) is an Investment Advisor Representative working at Sarasota Capital Strategies,inc. in Osprey, FL and has over 18 years of experience in the finance industry. Anthony Welch 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.
Derek Reardon (CRD# 6111231) is an Investment Advisor Representative working at Sarasota Capital Strategies,inc. in Osprey, FL and has over 5 years of experience in the finance industry.