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.
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|Name of Broker/Dealer:||Cetera Advisors|
|Name of Custodial Firm:||Pershing, LLC|
|States Licensed in:||Arizona, California, Connecticut, Florida,Virginia,Kentucky,New York, New Jersey,West Virginia,Ohio, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisianna, Maryland, Michigan, Nevada, North Carolina, South Carolina, Virginia, and Washington|
|Number of Years with Current Firm:||6|
|I work with the following types of clients:||DROP & FRS Plans, Non-Profit Organizations, Individual Investors, Businesses|
|Investment Types:||Alternative Investments, Exchange Traded Funds (ETFs), Oil & Gas Leasing, Insurance, Annuities, Mortgages & Real Estate, Mutual Funds, Stocks, Bonds, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At my office, At your home, At your office, Via phone, Via email|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Disability, Health, Life, Variable Annuity, Variable Life, Long Term Care|
|Financial Organization Memberships:||Financial Planning Association (FPA)|
|Non-Financial Organization Memberships:||Southwest Orlando Chamber of Commerce|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee-Based (Fee and Commissions)|
|Minimum Portfolio Size for New Managed Accounts:||$50,000|
|Compensation Methods:||Based on Assets, Flat Fee|
|BS - Economics & Finance||
Florida State University - Tallahasee, FL
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.
|Mon.||9:00 AM - 6:00 PM|
|Tue.||9:00 AM - 6:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 6:00 PM|
|Fri.||9:00 AM - 5:00 PM|