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About Sunrise Wealth Advisors |
Sunrise Wealth Advisors is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company.
Sunrise Wealth Advisors was founded by Nicholas J. Russell, CRPC® and David I. Strunc, CRPC®. Nicholas and David are dedicated to helping families and business owners in the greater Orlando area as well as those in Georgia, Maryland, New York, Louisianna, and Indiana. Your personal Sunrise Wealth Advisor is licensed with his Series 7, Series 66, and state insurance licenses. This allows your personal advisor to properly assist you in different aspects of your life including Retirement Planning, Investments, Insurance, and Financial Planning.
Check out our commercial that airs on CNBC and TNT! |
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General Information |
| Years of Experience in Financial Services: |
15
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| States Licensed in: |
Arizona, California, Connecticut, Florida,Virginia,Kentucky,New York, New Jersey,West Virginia,Ohio, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisianna, Maryland, Michigan, Nevada, North Carolina, South Carolina, Virginia, and Washington
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| Name of Custodial Firm: |
Pershing, LLC
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| Number of Years with Current Firm: |
6
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| Insurance License#: |
E121453
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| Work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations, DROP & FRS Plans
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| Name of Broker/Dealer: |
Cetera Advisors
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| States Willing to do Business in: |
ANY
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Education |
| Academic Background |
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| BS in Economics/Finance from Florida State University |
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Services |
| Investment Types: |
Mutual Funds, Bonds, Stocks, Annuities, Insurance, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI), Oil & Gas Leasing
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| Can meet clients in the following ways: |
Your Office, Email, Phone, Our Office, Your Home
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Chartered Retirement Planning Counselor (CRPC®)
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| Securities Licenses: |
Series 6, Series 7, Series 66
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability
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| Financial Organization Memberships: |
Financial Planning Association (FPA)
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| Non-Financial Organization Memberships: |
Southwest Orlando Chamber of Commerce
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
| Compensation Methods: |
Based on Assets, Flat Fee
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| Minimum Portfolio Size for New Managed Accounts: |
$50,000
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