Sound Income Strategies, LLC

Sound Income Strategies, LLC (CRD# 173272) is a financial advisory firm headquartered in Rye, NY. They manage $112,142,276 in 1,442 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    112
    MILLION
  • Total Number of Accounts
    1,442
    ACCOUNTS
  • Average Account Value
    $77,769
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, CA, CT, FL, GA, IA, ID, IL, KS, MI, MO, MT, NE, NJ, NY, PA, TN, TX, VA, WA, WI

Financial Advisors at Sound Income Strategies, LLC
Showing 1 - 10 of 21 top financial advisors.
1
Eric J. Lutton
CRD#: 4059688
6550 N. Federal Hwy, 5th Floor, Fort Lauderdale, FL 33308
96
Wealthminder
score

Eric Lutton (CRD# 4059688) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Fort Lauderdale, FL and has over 12 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 30 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 14 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 20 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 7 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 8 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 8 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 17 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 4 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 2 years of experience in the finance industry.

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