A complete list of active advisors currently associated with SunStreet Securities, LLC
Warmer can help you find a great advisor at SunStreet Securities, LLC or one who fits your needs even better.
SunStreet Securities, LLC provides investment supervisory and financial planning services primarily to individual and high‑net‑worth clients, managing approximately $6.5 million across client accounts. The firm offers tailored portfolio management, written financial plans, asset reviews, and introductions to third‑party investment managers. Its investment work emphasizes diversified, mutual‑fund‑focused portfolios and employs fundamental, technical, and cyclical analysis; accounts are managed on a non‑discretionary basis so clients retain trading authority. Client accounts are monitored continuously with formal reviews at least quarterly, and SunStreet assists clients in selecting third‑party advisors when a separate manager is preferred. The brochure discloses that SunStreet is registered both as an investment adviser and as a broker‑dealer and that commissions provide primary compensation, and its representatives are also licensed to transact insurance—an operational mix that is uncommon among similarly supported firms. The firm also maintains referral arrangements with third‑party advisors and may receive ongoing compensation for introductions, a set of affiliations and revenue sources that can create potential conflicts of interest.
To learn more about the advisors currently working at SunStreet Securities, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Avondale, AZ
| 28
| |
Henderson, NV
| 29
|
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