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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Melbourne. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor in Melbourne

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Melbourne, Florida
Financial Advisor	Office Location	Phone Number
Steve Crossett, Edelman Financial Engines, LLC	4865 North Wickham Road Suite 108, Melbourne, FL 32940	(321) 751-6162
Matthew Myland, Solomon API	1129 S. Hwy Us1 Suite 101, Rockledge, FL 32955	(321) 508-3911
David I. Strunc, CRPC® - Founding Partner, Sunrise Wealth Advisors	6052 Turkey Lake Rd. Ste. 101, Orlando, FL 32819	(407) 237-0116
Richard Reyes, CFP, Wealth and Business Planning Group, LLC	125 S. Swoope Ave, Maitland, FL 32751	(407) 622-6669

Information on Qualified Financial Advisors in Melbourne

Inquire with
Steve→

Steve Crossett

Edelman Financial Engines, LLC

Qualifications CRD# 1977387
FirmCRD# 104510
Series 65

Compensation/Fee Fee Based Only - No Commissions

Office Location 4865 North Wickham Road Suite 108,
Melbourne,
FL 32940 Phone Number (321) 7516162

Joined Edelman Financial Engines in 2007. Began his career in the financial services industry in 1993. Successfully completed the Series 7, 8, 63, and 66 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC^®) certification(s). Bachelor's degree in Economics and Finance from the University of West Florida. Hometown is Dunedin, FL. Married to Fane. They have two children: Emily and David. Steve enjoys golfing, movies, and politics.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews¹ and Barron's², with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. ¹Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); ²The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

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Matthew→

Matthew Myland

Solomon API

Qualifications CRD# 2912931
FirmCRD# 159471
Series 63, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Flat Fee, Hourly

Office Location 1129 S. Hwy Us1 Suite 101,
Rockledge,
FL 32955 Phone Number (321) 5083911

Matthew E. Myland is an investment adviser representative (IAR) and the founder of Solomon API a registered investment advisory firm, (RIA) Matthew is recognized as a leading financial educator and is the author of the books, ?Twelve Financial Pitfalls Seniors Should Avoid? and ?Annuity Lies?. He is an adviser to advisers and trains throughout the country, educating advisers on their role in helping clients build a solid financial future based on an honest assessment of their situation and the best use of the financial tools available to meet their needs and objectives. Matthew has been in the financial industry for more than twenty years, and he is passionate about helping consumers understand all of the options available to them. Matthew has been married to his wife, Kelli, for more than twenty years, and they have a beautiful daughter, Mary. Kelli graduated from the University of Miami School of Music and has sung on the Norwegian Cruise Lines and with celebrities such as Rosemary Clooney.

About Solomon API

This pursuit of understanding of the global economy and financial markets, and translating that into great portfolios has help build a distinct track record of success. Part of what makes us unique is the value found in our approach of focusing on highly-quantitative modeling. We combine massive amounts of data; world-class computing power and financial expertise to develop sophisticated trading models. And we use technology to constantly refine our investment process and our insight into how the markets will behave. This approach to risk management and having systems in place helps us to find distinctive opportunities, which continues to fuel our growth as a company. We embrace internally that our work in meaningful to the relationships that have entrusted us. We require internally a fierce focus on striving together for the highest levels of truth and excellence, so that our work is simply not just realized, but felt in our relationships. We believe that creating excellent outcomes require applying our understanding of how the world works, as reflected in our principles.

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David→

David I. Strunc, CRPC® - Founding Partner

Sunrise Wealth Advisors

Qualifications CRD# 4766050
FirmCRD# 421
Series 6, 7, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets, Flat Fee

Office Location 6052 Turkey Lake Rd. Ste. 101,
Orlando,
FL 32819 Phone Number (407) 2370116

David has been in the Financial Services industry for over 15 years whose experience ranges as Founding Partner of Sunrise Wealth Advisors, Financial Advisor for a select group of families in Central Florida and out of state, and coaching and training financial advisors.

About Sunrise Wealth Advisors

Sunrise Wealth Advisors is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company. Sunrise Wealth Advisors was founded by Nicholas J. Russell, CRPC® and David I. Strunc, CRPC®. Nicholas and David are dedicated to helping families and business owners in the greater Orlando area as well as those in Georgia, Maryland, New York, Louisianna, and Indiana. Your personal Sunrise Wealth Advisor is licensed with his Series 7, Series 66, and state insurance licenses. This allows your personal advisor to properly assist you in different aspects of your life including Retirement Planning, Investments, Insurance, and Financial Planning. Check out our commercial that airs on CNBC and TNT!

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Richard→

Richard Reyes, CFP

Wealth and Business Planning Group, LLC

Qualifications CRD# 3084281
FirmCRD# 146151
Series 6, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Flat Fee, Hourly

Office Location 125 S. Swoope Ave,
Suite 109,
Maitland,
FL 32751 Phone Number (407) 6226669

I received my formal education at the University of Florida and completed the Certified Financial Planner Professional Education Program at the University of Central Florida.

About Wealth and Business Planning Group, LLC

Richard E. Reyes, CFP represents the next generation of financial advice; Investor Coaching. Richard has spent years as an investor coach serving the retirement and investment needs for clients. The investor coaching process gives you "Peace of Mind", so you can stop worrying about your future. It helps you find happiness as it guides you in the TRUTH of investing, by teaching you how to make wise choices as you journey through your life's stages. It is all about your relationships and what you value, not your net worth.

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* Financial Advisors in our network may be dually registered advisors; in addition to being registered as an RIA, may also be registered representatives offering securities through broker dealers. ** We pre-screen advisors for experience, advisor compensation (fee-based or fee-only), licensing and disclosures with SEC/FINRA. By using this site you agree to our terms of service.