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

Gender:    Male
CRD#:    4955951
Insurance License#:    P004740
Name of Broker/Dealer:    Cetera Advisors LLC
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
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
Years of Experience in Financial Services:    14
Number of Years with Current Firm:    9
I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations
 

Education

Academic Background
 
BS in Finance, Virginia Tech
 

Services

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

Qualifications & Memberships

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

Firm Information

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

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    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:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Based on Assets, Flat Fee
Fee % Based on Assets:    1.0-1.5%
Flat Fee Rate:    $500-2,500
Additional Details on Charges:    Specific fee rate is dependent on client and his/her needs.
 
 
 
Prepared By: Nick J. Russell, CRPC® Founding Partner