Unique Wealth, LLC
Unique Wealth, LLC (CRD# 312462) is a financial advisory firm headquartered in Tampa, FL. They manage $486,588,853 in 1,707 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management487MILLION
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Total Number of Accounts1,707ACCOUNTS
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Average Account Value$285,055
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, GA, LA, NC, NH, NY, TN, TX
Timothy Bartlett (CRD# 5140526) is an Investment Advisor Representative working at Unique Wealth, LLC in Tampa, FL and has over 14 years of experience in the finance industry. Timothy Bartlett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Travis Gingras (CRD# 5334277) is an Investment Advisor Representative working at Unique Wealth, LLC in Tampa, FL and has over 16 years of experience in the finance industry. Travis Gingras has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Erica Grundza (CRD# 6944260) is an Investment Advisor Representative working at Unique Wealth, LLC in Tampa, FL and has over 5 years of experience in the finance industry.
Curtis Parry (CRD# 4129260) is an Investment Advisor Representative working at Unique Wealth, LLC in Tampa, FL and has over 19 years of experience in the finance industry. Curtis Parry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Mosher (CRD# 4007998) is an Investment Advisor Representative working at Unique Wealth, LLC in Tampa, FL and has over 19 years of experience in the finance industry. John Mosher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jeffrey Sievers (CRD# 3041857) is an Investment Advisor Representative working at Unique Wealth, LLC in Tampa, FL and has over 24 years of experience in the finance industry.
Michael Talbot (CRD# 6284361) is an Investment Advisor Representative working at Unique Wealth, LLC in Tampa, FL and has over 8 years of experience in the finance industry.
Jessica Thayer (CRD# 4696148) is an Investment Advisor Representative working at Unique Wealth, LLC in Tampa, FL and has over 11 years of experience in the finance industry. Jessica Thayer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kyle Waterbury (CRD# 6703375) is an Investment Advisor Representative working at Unique Wealth, LLC in Tampa, FL and has 1 year of experience in the finance industry.