Advisors at this firm
Adam M
Series 65
Sarasota, FL
Advanced Wealth Management
Adam Martin is a financial advisor at Advanced Wealth Management in Sarasota, FL, holding a Series 65 credential with four years of industry experience. His prior work includes roles at JMX Brands and Joe H Tanner Baseball Products. Martin also has ownership experience in an e-commerce business that was planned but did not become operational. Advanced Wealth Management is a supported firm with a team of four advisors.
Charles B
Series 63, Series 65
Sarasota, FL
Advanced Wealth Management
Charles Bryant III is a financial advisor with Advanced Wealth Management in Sarasota, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at LPL Financial for seven years and FSC Securities Corp for five years. Outside of his advisory role, he is involved with The Consigliere Group, an outside employment unrelated to investments. Advanced Wealth Management is a small firm with four advisors that supports its financial professionals.
Antonio G
Series 63, Series 66
Sarasota, FL
Advanced Wealth Management
Antonio Gomes is an investment adviser representative with Advanced Wealth Management in Sarasota, FL, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has worked at Advanced Wealth Management since 2012, with a brief tenure at Investors Capital Corporation from 2015 to 2016. In addition to his advisory role, he manages insurance sales of life, health, fixed annuities, and long-term care insurance through a separate licensed entity. Advanced Wealth Management is a supported firm with a team of four advisors, providing tailored financial services to clients.
Derrick H
Series 66
Orlando, FL
Advanced Wealth Management
Derrick Hobbs is a financial advisor at Advanced Wealth Management with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, TIAA-CREF, and Prostatis Group LLC. Advanced Wealth Management is a supported firm with a team of four advisors.