Sarasota Capital Strategies,inc.

Sarasota Capital Strategies,inc. (CRD# 125951) is a financial advisory firm headquartered in Osprey, FL. They manage $53,000,000 in 178 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
460 South Tamiami Trail, Osprey, FL 34229
http://etfpros.com
By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    178
    ACCOUNTS
  • Average Account Value
    $297,753
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
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Sarasota Capital Strategies,inc.
Showing 1 - 3 of 3 top financial advisors.
1
John Helms, financial advisor Sarasota FL
John Helms
CRD#: 2596654
1990 Main Stre Ste 750, Sarasota, FL 34236

John Helms (CRD# 2596654) is an Investment Advisor Representative working at Sarasota Capital Strategies,inc. in Sarasota, FL and has over 2 years of experience in the finance industry.

2
Derek Reardon, financial advisor Osprey FL
Derek J. Reardon
CRD#: 6111231
460 South Tamiami Trail, Osprey, FL 34229

Derek Reardon (CRD# 6111231) is an Investment Advisor Representative working at Sarasota Capital Strategies,inc. in Osprey, FL and has over 11 years of experience in the finance industry.

3
Anthony Welch, financial advisor Osprey FL
Anthony W. Welch
CRD#: 2173192
460 South Tamiami Trail, Osprey, FL 34229

Anthony Welch (CRD# 2173192) is an Investment Advisor Representative working at Sarasota Capital Strategies,inc. in Osprey, FL and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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