Sarasota Capital Strategies,inc.

Sarasota Capital Strategies,inc. (CRD# 125951) is a financial advisory firm headquartered in Osprey, FL. They manage $33,000,000 in 144 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $229,167
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
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.

CA, FL

Financial Advisors at Sarasota Capital Strategies,inc.
Showing 1 - 2 of 2 top financial advisors.
1
Anthony W. Welch
CRD#: 2173192
460 South Tamiami Trail, Osprey, FL 34229
96
Wealthminder
score

Anthony Welch (CRD# 2173192) is an Investment Advisor Representative working at Sarasota Capital Strategies,inc. in Osprey, FL and has over 17 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.

2
Derek J. Reardon
CRD#: 6111231
460 South Tamiami Trail, Osprey, FL 34229
90
Wealthminder
score

Derek Reardon (CRD# 6111231) is an Investment Advisor Representative working at Sarasota Capital Strategies,inc. in Osprey, FL and has over 4 years of experience in the finance industry.

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