Sound Income Strategies, LLC

Sound Income Strategies, LLC (CRD# 173272) is a financial advisory firm headquartered in Fort Lauderdale, FL. They manage $2,668,864,096 in 20,938 accounts and serve the financial needs of clients across 50 states (or territories).

Current Firm Details
500 W Cypress Creek Road, Suite 290, Fort Lauderdale, FL 33309
http://apontefinancialservices.com/
By the Numbers
  • Total Assets Under Management
    2,669
    MILLION
  • Total Number of Accounts
    20,938
    ACCOUNTS
  • Average Account Value
    $127,465
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Sound Income Strategies, LLC
Showing 61 - 67 of 67 top financial advisors.
61
Britney Merrill, financial advisor Fort Lauderdale FL
Britney Merrill
CRD#: 4494311
500 W Cypress Creek Road, Suite 290, Fort Lauderdale, FL 33309

Britney Merrill (CRD# 4494311) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Fort Lauderdale, FL and has 1 year of experience in the finance industry.

62
David Pearcy, financial advisor Fort Lauderdale FL
David S. Pearcy
CRD#: 6409543
500 W Cypress Creek Road, Suite 290, Fort Lauderdale, FL 33309

David Pearcy (CRD# 6409543) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Fort Lauderdale, FL and has over 3 years of experience in the finance industry.

63
Charles Radlauer, financial advisor Fort Lauerdale FL
Charles B. Radlauer
CRD#: 2895611
500 W Cypress Creek Road, Suite 290, Fort Lauerdale, FL 33309

Charles Radlauer (CRD# 2895611) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Fort Lauerdale, FL and has over 26 years of experience in the finance industry.

64
Lora Rolin, financial advisor Fort Lauderdale FL
Lora K. Rolin
CRD#: 4633286
500 W Cypress Creek Road, Suite 290, Fort Lauderdale, FL 33309

Lora Rolin (CRD# 4633286) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Fort Lauderdale, FL and has over 20 years of experience in the finance industry.

65
Jeffrey Russitano, financial advisor Cheshire CT
Jeffrey S. Russitano
CRD#: 7118041
315 Highland Avenue, Suite 202-b, Cheshire, CT 06410

Jeffrey Russitano (CRD# 7118041) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Cheshire, CT and has over 4 years of experience in the finance industry.

66
Connor Stewart, financial advisor Fort Lauderdale FL
Connor M. Stewart
CRD#: 7497604
500 W Cypress Creek Road, Suite 290, Fort Lauderdale, FL 33309

Connor Stewart (CRD# 7497604) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Fort Lauderdale, FL and has over 2 years of experience in the finance industry.

67
Steven Szikszay, financial advisor Fort Lauderdale FL
Steven Szikszay
CRD#: 6470338
500 W Cypress Creek Road, Suite 290, Fort Lauderdale, FL 33309

Steven Szikszay (CRD# 6470338) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Fort Lauderdale, FL and has over 2 years of experience in the finance industry.

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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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