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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) 237-0117
“Grow Your Legacy. Plan for Tomorrow.”
Advisor Profile
Nick J. Russell, CRPC®   Founding Partner
Name:  Nick J. Russell, CRPC® Founding Partner
Phone Number:  (407) 237-0117
Website:  Visit Website
Disclaimer
Securities and Investment Advisory Services offered through Cetera Advisors, LLC, Member FINRA/SIPC, a broker-dealer and registered investment advisor. Cetera is separate from any other named entity.

About Sunrise Wealth Advisors

Nick J. Russell, CRPC®, is a founding partner of Sunrise Wealth Advisors and developed the company via his firm belief that clients should be able to receive unbiased financial guidance.

Nick has over 14 years of industry experience and currently services his clients in Investment, Insurance, and Financial Planning.
 

General Information

States Willing to do Business in:    Altamonte Springs,Apopka,Astatula,Casselberry,Clermont,Davenport,Gotha,Intercession City,Kissimmee,Lake Mary,Longwood,Maitland,Montverde,Mount Dora,Oakland,Ocoee,Orlando,Oviedo,Saint Cloud,Sanford,Sorrento,Windermere,Winter Garden,Winter Park,Winter Springs,Zellwood
Name of Broker/Dealer:    Cetera Advisors LLC
I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations
Insurance License#:    P004740
Number of Years with Current Firm:    9
Name of Custodial Firm:    Pershing LLC
States Licensed in:    AR, AZ, CA, CO, CT, FL, GA, IL, KY, MD, ME, NJ, NV, NY, OH, PA, SC, TX, VA, WA, WV
Firm CRD#:    10299
CRD#:    4955951
Gender:    Male
Years of Experience in Financial Services:    14
 

Education

Academic Background
 
BS in Finance, Virginia Tech
 

Services

I can meet clients in the following ways:    At your office, Via phone, At my office, At your home, Video Conference
Investment Types:    Mutual Funds, Bonds, Stocks, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

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 7, Series 66
Certifications, Accreditations & Designations:    Chartered Retirement Planning Counselor (CRPC®)
 

Firm Information

Firm's Number of Managed Clients:    150
Firm's Number of Planning Clients:    300
Firm's Number of Clients:    750
Advisor's Number of Clients:    100
Assets Managed by Advisor:    $35,000,000
Assets Managed by Firm:    $125,000,000
 

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

Flat Fee Rate:    $500-2,500
Fee Structure:    Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Based on Assets, Flat Fee
Additional Details on Charges:    Specific fee rate is dependent on client and his/her needs.
Fee % Based on Assets:    1.0-1.5%
 
 
 

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