Henderson, NV Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
SunStreet Securities, LLC
Supported
Firm-wide stats for SunStreet Securities, LLC
About
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.
Based on SunStreet Securities, LLC
Location
Henderson NV
Advisors at this office
1
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)