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Featured Business Financial Advisor in Orlando, FL
Orlando Financial Advisors
Sunrise Wealth Advisors
6052 Turkey Lake Rd. Ste. 101
Orlando, FL 32819
(407) 237-0116
“Planning for Life After 65”
Advisor Profile
David I. Strunc, CRPC® - Founding Partner
Name:  David I. Strunc, CRPC® - Founding Partner
Phone Number:  (407) 237-0116
Website:  Visit Website

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.

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General Information

States Willing to do Business in:    ANY
Name of Broker/Dealer:    Cetera Advisors
I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations, DROP & FRS Plans
Insurance License#:    E121453
Number of Years with Current Firm:    6
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
Firm CRD#:    421
CRD#:    4766050
Gender:    Male
Years of Experience in Financial Services:    15
 

Education

Academic Background
 
BS in Economics/Finance from Florida State University
 

Services

I can meet clients in the following ways:    At your office, Via email, Via phone, At my office, At your home
Investment Types:    Mutual Funds, Bonds, Stocks, Annuities, Insurance, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI), Oil & Gas Leasing
 

Qualifications & Memberships

Non-Financial Organization Memberships:    Southwest Orlando Chamber of Commerce
Financial Organization Memberships:    Financial Planning Association (FPA)
Insurance and Annuity Licenses:    Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability
Securities Licenses:    Series 6, Series 7, Series 66
Certifications, Accreditations & Designations:    Chartered Retirement Planning Counselor (CRPC®)
 

Compliance

I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Representative:    Yes
Registered Investment Advisor:    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
 
 
 

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