Sound Income Strategies, LLC

Sound Income Strategies, LLC (CRD# 173272) is a financial advisory firm headquartered in Rye, NY. They manage $320,000,000 in 1,450 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    320
    MILLION
  • Total Number of Accounts
    1,450
    ACCOUNTS
  • Average Account Value
    $220,690
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
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, AZ, CA, CT, FL, GA, HI, IA, ID, IL, KS, MI, MO, MT, NC, NE, NJ, NY, OH, OK, PA, TN, TX, VA, WA, WI

Financial Advisors at Sound Income Strategies, LLC
Showing 1 - 10 of 21 top financial advisors.
1
Eric Lutton
CRD#: 4059688
6550 N. Federal Hwy, 5th Floor, Fort Lauderdale, FL 33308
101
Wealthminder
score

Eric Lutton (CRD# 4059688) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Fort Lauderdale, FL and has over 17 years of experience in the finance industry.

2
Richard B. Bates
CRD#: 1452607
Spokane, WA
93
Wealthminder
score

Richard Bates (CRD# 1452607) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Spokane, WA and has over 31 years of experience in the finance industry.

3
Jason D. Carrier
CRD#: 4553561
1921 Boston Post Rd, Old Saybrook, CT 06498
93
Wealthminder
score

Jason Carrier (CRD# 4553561) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Old Saybrook, CT and has over 15 years of experience in the finance industry.

4
Mark W. Graber
CRD#: 2812889
Red Oak, IA
93
Wealthminder
score

Mark Graber (CRD# 2812889) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Red Oak, IA and has over 21 years of experience in the finance industry.

5
Paul S. Hoffman
CRD#: 1813259
6550 N. Federal Hwy, Fort Lauderdale, FL 33308
93
Wealthminder
score

Paul Hoffman (CRD# 1813259) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Fort Lauderdale, FL and has over 8 years of experience in the finance industry.

6
Patrick C. Peason
CRD#: 5486151
512 No. Coalter St., Staunton, VA 24401
93
Wealthminder
score

Patrick Peason (CRD# 5486151) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Staunton, VA and has over 9 years of experience in the finance industry.

7
Chris L. Snodgrass
CRD#: 5645733
3140 Lamar Ave., Paris, TX 75460
93
Wealthminder
score

Chris Snodgrass (CRD# 5645733) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Paris, TX and has over 9 years of experience in the finance industry.

8
Todd R. Tarchis
CRD#: 3250002
6550 N Federal Highway, Fort Lauderdale, FL 33308
93
Wealthminder
score

Todd Tarchis (CRD# 3250002) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Fort Lauderdale, FL and has over 18 years of experience in the finance industry.

9
Matthew P. Johnson
CRD#: 6051686
12 3rd. St. N., Humboldt, IA 50548
90
Wealthminder
score

Matthew Johnson (CRD# 6051686) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Humboldt, IA and has over 5 years of experience in the finance industry.

10
Nicole Caicedo
CRD#: 6511332
37040 Garfield Road, Clinton Township, MI 48036
88
Wealthminder
score

Nicole Caicedo (CRD# 6511332) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Clinton Township, MI and has over 3 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.