Suncoast Equity Management, LLC

Suncoast Equity Management, LLC (CRD# 108289) is a financial advisory firm headquartered in Tampa, FL. They manage $1,364,799,575 in 1,361 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,365
    MILLION
  • Total Number of Accounts
    1,361
    ACCOUNTS
  • Average Account Value
    $1,002,792
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CT, FL, GA, IL, IN, LA, MA, MD, MI, NC, NE, NH, NJ, NV, NY, OH, PA, SC, TX, VA, VT, WI

Financial Advisors at Suncoast Equity Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Donald R. Jowdy
CRD#: 2317293
5550 W Executive Dr, Suite 320, Tampa, FL 33609

Donald Jowdy (CRD# 2317293) is an Investment Advisor Representative working at Suncoast Equity Management, LLC in Tampa, FL and has over 26 years of experience in the finance industry.

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

Amy Lord (CRD# 2269391) is an Investment Advisor Representative working at Suncoast Equity Management, LLC in Tampa, FL and has over 30 years of experience in the finance industry.

3
Daniel T. McNichol
CRD#: 1665814
5550 W Executive Dr, Suite 320, Tampa, FL 33609

Daniel McNichol (CRD# 1665814) is an Investment Advisor Representative working at Suncoast Equity Management, LLC in Tampa, FL and has over 36 years of experience in the finance industry.

4
Terri L. Ritchie
CRD#: 4642693
5550 W Executive Dr, Suite 320, Tampa, FL 33609

Terri Ritchie (CRD# 4642693) 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.

5
Elliott T. Sharp
CRD#: 5538537
5550 W Executive Dr, Suite 320, Tampa, FL 33609

Elliott Sharp (CRD# 5538537) is an Investment Advisor Representative working at Suncoast Equity Management, LLC in Tampa, FL and has over 14 years of experience in the finance industry.

6
Robin L. Cook
CRD#: 4459873
5550 W Executive Dr, Suite 320, Tampa, FL 33609

Robin Cook (CRD# 4459873) is an Investment Advisor Representative working at Suncoast Equity Management, LLC in Tampa, FL and has over 22 years of experience in the finance industry.

7
Kenneth E. Ororke
CRD#: 2008129
5550 W Executive Dr, Suite 320, Tampa, FL 33609

Kenneth Ororke (CRD# 2008129) is an Investment Advisor Representative working at Suncoast Equity Management, LLC in Tampa, FL and has over 33 years of experience in the finance industry.

8
Cole M. Wasson
CRD#: 6961699
5550 W Executive Dr, Suite 320, Tampa, FL 33609

Cole Wasson (CRD# 6961699) is an Investment Advisor Representative working at Suncoast Equity Management, LLC in Tampa, FL and has 1 year of experience in the finance industry.

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