Suncoast Equity Management, LLC

Suncoast Equity Management, LLC (CRD# 108289) is a financial advisory firm headquartered in Tampa, FL. They manage $353,734,101 in 543 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    354
    MILLION
  • Total Number of Accounts
    543
    ACCOUNTS
  • Average Account Value
    $651,444
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, CT, FL, NV, OH, TX

Financial Advisors at Suncoast Equity Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Donald R. Jowdy
CRD#: 2317293
5550 W Executive Dr, Suite 320, Tampa, FL 33609
98
Wealthminder
score

Donald Jowdy (CRD# 2317293) is an Investment Advisor Representative working at Suncoast Equity Management, LLC in Tampa, FL and has over 20 years of experience in the finance industry.

2
Amy A. Lord
CRD#: 2269391
5550 W Executive Dr, Suite 320, Tampa, FL 33609
96
Wealthminder
score

Amy Lord (CRD# 2269391) is an Investment Advisor Representative working at Suncoast Equity Management, LLC in Tampa, FL and has over 24 years of experience in the finance industry.

3
Bertram T. Martin
CRD#: 5621276
5550 W Executive Dr, Suite 320, Tampa, FL 33609
93
Wealthminder
score

Bertram Martin (CRD# 5621276) is an Investment Advisor Representative working at Suncoast Equity Management, LLC in Tampa, FL and has over 9 years of experience in the finance industry.

4
Elliott T. Sharp
CRD#: 5538537
5550 W Executive Dr, Suite 320, Tampa, FL 33609
93
Wealthminder
score

Elliott Sharp (CRD# 5538537) is an Investment Advisor Representative working at Suncoast Equity Management, LLC in Tampa, FL and has over 8 years of experience in the finance industry.

5
Kathryn B. Pemble
CRD#: 6631204
5550 W Executive Dr, Suite 320, Tampa, FL 33609
88
Wealthminder
score

Kathryn Pemble (CRD# 6631204) is an Investment Advisor Representative working at Suncoast Equity Management, LLC in Tampa, FL and has over 2 years of experience in the finance industry.

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