I want to take charge.
HELP ME FIND MY ADVISOR
HELP ME FIND MY ADVISOR
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.
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, Financial Engines Advisors, 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 |
Qualifications
CRD# 1977387
FirmCRD# 104510
Series 7, 8, 63, 66
Compensation/Fee
I am a Fee-Based financial professional, Based on Assets
Office Location
4865 North Wickham Road Suite 108,
Melbourne,
FL 32940
Phone Number
(321) 7516162
"Joined 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."
Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).
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.
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.
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.
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!
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.
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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