National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

Nick J. Russell, CRPC® Founding Partner

Sunrise Wealth Advisors

6052 Turkey Lake Rd, Ste. 101

Orlando, FL 32819
(407) 2370117

Grow Your Legacy. Plan for Tomorrow.

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

No.of Employees

5-9

CRD#

4955951

Firm CRD#

10299

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

Years of Experience in Financial Services

14

Number of Years with Current Firm

9

I work with the following types of clients

Individual Investors, Businesses, Non-Profit Organizations

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

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

Qualifications & Membership

Certifications, Accreditations & Designations

Chartered Retirement Planning Counselor (CRPC®)

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Disability, Life, Variable Life, Long Term Care, Variable Annuity, 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

Compensation and Fees

Fee Structure

Fee-Based (Fee and Commissions)

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

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.

Education

Bachelors of Science - Finance - Risk Management

Virginia Tech
-

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.