Companies starting with S

Sagamore Wealth Management, LLC

Christopher E. Winn (617)532-0925 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/23/11

Sage Rutty & Company, Inc.

Terri F. Rumans (585) 232-3760 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 11/12/09

Sagent Capital, LLC

Todd Lunsford (949) 756-2246 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/28/08

SagePoint Financial, Inc.

Susan J. Samuels (770) 690-3568 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/5/09

Samoset Capital Group LLC

Peter E. Ruhlin (203) 202-9597 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 9/15/08

San Francisco Sentry Investment Group

Julie Meissner (415) 229-9042 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 12/19/11

Sanctuary Wealth Services LLC

Jeffrey Spears (415) 291-2901 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/18/10

Sanders Morris Harris Inc. f/k/a SMH Capital Inc.

John Unger (713) 993-4645 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol March 25, 2009 Withdrew as Member (effective June 15, 2013)

Sanders Morris Harris LLC

David L. Hunt - Chief Compliance Officer

(713) 836-3040

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    10/18/2016

SANDLAPPER Securities, LLC

Hannah Stevens (864) 679-4701 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol October 30,2013

Sandra Advisors, LLC

Corey S. Kupfer (201) 705-1200 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 9/4/14

Sankala Group LLC

Harold A. Hallstein, Managing Partner

(720) 310-0605

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    10/18/2016

Sanner Financial Services

Brett C. Sanner (909) 981-8996 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/16/10

Sapient Private Wealth Management Services, LLC f/k/a Sapient Private Wealth Management, LLC

Greg Erwin (541)762-0300 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol September 22, 2010 Re-executed Joinder Agreement on December 19, 2013

Savant Capital Management

Nancy L. Hendrickson (312) 332-0855 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/21/2010 - Withdrew as Member (Notice Provided May 1, 2012)

Saxon Financial Group

Richard Saxon (713) 425-5340 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/22/10

Saxony Securities, Inc.

Scott M. Elder (866) 963-9336 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 2/4/09

Scenic Wealth Management LLC

Jeff Davis (303)- 507 - 3961 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/6/10

SCF Securities, Inc. SCF Investment Advisors, Inc.

Randy L. Meadows (800) 955-2517 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/7/10

Schechter Investment Advisors, LLC f/k/a Aravello Capital Partners, LLC

Stephen Blocki (248) 731-9500 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/14/13

Schilbach Capital Strategies, LLC

Ivo Schilbach (206) 447-1367 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/8/10

Scott Rush LLC

Scott Rush This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 2/8/12

SCS Advisory Services, LLC

John D. Lowry (212) 293-0123 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 9/22/15

SeaCrest Wealth Management, LLC

Ronald Lenihan (914) 502-1900 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 4/23/08

Seasons of Advice Wealth Management, LLC

Charles Hamowy

(212) 977-3111

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    12/22/2016

Seattle Wealth Management, LLC

Anthony Paduano (212) 785-9100 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/21/14

Seattle-Northwest Securities Corporation

Jon Labonite 206.628.2877 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 5/22/12

Seckel Capital Advisors, LLC

John Seckel (888) 546-2814 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/7/13

Securities America Advisors, Inc.

Christina Heller (402) 399-9111 ext. 6213 This email address is being protected from spambots. You need JavaScript enabled to view it. Mark Lasswell (402) 399-9111 ext. 1009 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 12/28/12

Securities America, Inc.

Christina Heller (402) 399-9111 ext. 6213 This email address is being protected from spambots. You need JavaScript enabled to view it. Mark Lasswell (402) 399-9111 ext. 1009 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 12/28/12

Securities Equity Group

Carin Amaradio (949) 975-7900 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/6/10

Securities Management & Research, Inc.

Vicki Reighard Kean (319) 447-5700
  • Date of Joining Protocol 8/5/14

Securities Service Network, Inc.

Wade Wilkinson This email address is being protected from spambots. You need JavaScript enabled to view it. (865) 777-4677
  • Date of Joining Protocol 7/28/11

Seed Financial Services Inc. d/b/a Grow

David Hsu, CCO

(415) 309-7811

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    10/17/2016

Select Money Management, Inc.

Carin Amaradio (949) 975-7900 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/6/10

Select Portfolio Management, Inc.

Carin Amaradio (949) 975-7900 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/6/10

Seneca Wealth Strategies, LLC

G. Steven Feys (301) 349-0088 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/13/08

Sensiba San Filippo Financial Advisors LLC

Ramon J. Polin (650) 358-9000 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/26/11

Sentinel Capital Group, LLC-ACM Wealth Solutions Series

Melody Hudson (303)918-2027 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/17/12

Sentinus Securities, LLC

10/10/2016

  • Date of Joining Protocol

    10/10/2016

Sentinus, LLC

 

Curtis Ellergodt

(630) 448.5711

 

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

     

    8/2/2016

Sentry Advisors, LLC

Julie Meissner (415) 229-9042 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/20/15

Sepio Capital, LLC

Christopher E. Winn

(617) 532-0925  

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    05/12/2017

Sepio Capital, LLC f/k/a Aktriom Wealth Advisors, LLC

Corey Kupfer

(646) 751-7516

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    January 12, 2017

    Firm name changed  

    May 13, 2017

Sequoia Financial Group LLC

Ashleigh Swayze (646) 395-3903 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 12/18/14

Sequoia Wealth Management Group LLC

Matthew J. Schafer (707) 763-8602 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 4/14/10

Sequoia Wealth Management, LLC

Robert Lyman (847) 310-5900 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 9/29/14

Seraphim Capital Management

John P. Morris (720) 406-7790 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/23/15

Servus Capital Management LLC

Joseph A. Dougherty (215) 665-5362 This email address is being protected from spambots. You need JavaScript enabled to view it. Allan Malina (434) 420-1934
  • Date of Joining Protocol Effective June 5, 2009

SevenBridge Financial Group, LLC

Charles Eberly Jr. (717) 775-8662 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/13/15

SF Sentry Securities, Inc.

James E. Grand (415) 644-9501 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 4/23/10

SGB and LMC, Inc.

Suzanne Blake (806) 744-5511 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/27/09

Shaffer Capital Advisers, LLC Shaffer Capital, LLC

Matthew L. Fornshell (614) 462-1061 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 5/15/09

Sheaff Brock Investment Advisors, LLC

Ron Brock (317) 705-5700 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 12/22/08

Sheppard Wealth Management LLC

Todd E. Schwartz (503) 344-4346 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 5/27/14

Sheu Wealth Management, LLC

Patrick J. Burns, Jr. (310) 275-5059 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/5/15

Shoreline Financial Advisors, LLC

Christine P. Ritch (401) 578-7816 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/10/12

Sica Wealth Management, LLC f/k/a/ Gore Mountain Advisors, LLC

Frank Granato (973) 884-0153 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 5/6/10

SightLine Investments LLC

Ron Madey 610-296-1740 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 4/8/11

Sigma Financial Corporation

Jennifer Bacarella (734) 663-1611, ext. 4540 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 2/2/09

Sigma Investment Counselors

Shari Bilkie (248) 223-0122 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol May 20, 1010 Withdrew as Member (Notice Provided July 23, 2012)

Signalpoint Asset Management LLC

Skip Motsenbocker (417) 869-9980 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/4/08

Signature Bank of Arkansas

Brian Cole (479) 684-3741 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/19/09

Signature Estate and Investment Advisors, LLC (SEIA

Brian D. Holmes (310) 712-2323 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/26/10

Signature Financial Management

G. Randolph Webb, Jr. (757) 625-7670 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 12/11/09

Signature Securities Group Corp.

  • Date of Joining Protocol 9/24/07

Signature Wealth Management Group LLC

James Sims

(404) 316-8906

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    April 6, 2017

SII Investments, Inc.

Gerry Gunderson (720) 489-6488 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 11/25/08

Silicon Hills Wealth Management

Thomas W. Brown This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/7/15

Silicon Private Wealth

Calum J. Cunningham, COO

(510) 509-8911

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    09/01/2016

Silicon Valley Wealth Advisors, LLC

Tracey Lesecke

(650) 323-3700

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    05/12/2016

Silver Oak Securities LLC

Billy Hopkins (731) 668-3825 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 9/3/08

Silver Oak Wealth Management

Todd E. Schwartz (503) 539.9781 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 9/21/15

SilverLake Wealth Management LLC

Christopher E. Winn (617) 532-0925 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 12/6/12

SimonBaker & Partners

Jerry Luff (415) 986-1110 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/14/15

Sitrin Capital Management, LLC (formerly Braddish Wealth Advisors, LLC)

Efren Bolisay 2049 Century Park East, Suite 3640S Century City, California 90067 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 2/10/12

Sivia Capital Partners, LLC

Julie Meissner (415) 229-9042 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 2/18/14

Skyline Advisors

Mark C. Logan Chief Compliance Officer This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 03/01/17

Sloan Wealth Management, LLC

Frank O. Sloan (214) 720-7500 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/26/09

Smart Advisory Group, LLC

Cara Sharbaugh

(855) 550-8721 (x 127)

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    09/09/2016

Smith & Howard Wealth Management

Stephanie Roberts (404) 874-6244 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/20/09

Smith & Partners Financial Services, LLC

Shannon Smith 936-560-9993 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/10/12

Smith Bruer Advisors

Rene Bruer

(850) 877-0803 (x105)

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    01/25/2017

Smith Hayes Financial Services, Corp.

Ruth Howell (402) 476-3000 This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    April 19, 2006 Contact updated 9/9/15

Smith, Moore and Co.

James Deutsch (314) 727-9075 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 4/7/09

Snowden Account Services, Inc.

Robert J. Mooney 646-218-9768 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 9/26/12

Snowden Capital Advisors LLC

Robert J. Mooney (609) 873-8622 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 5/30/11

SNS Financial Group, LLC

Joseph VanDam

(763) 421-5300

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    8/25/14

    Withdrew as Member effective 3/26/17

Solon Investment Services, Inc.

Joseph A. Dougherty (215) 665-5371 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/9/12

Solutions 4 Wealth, Ltd.

Ed Farmer

(817) 416-1975

This email address is being protected from spambots. You need JavaScript enabled to view it.

Guy Hatcher

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    04/20/2016

Sortino Advisory Partners, LLCf/k/a Margo Advisors, LLC

Daniel Joeseph Hutcherson

(502) 371-9853

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    8/5/14

    Withdrew as Member 

    (Effective May 19, 2016)

Source Financial Advisors, LLC

Michelle Smith

(212) 273-0401

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    3/11/15

    Contact information updated 4/18/16

Southeast Investments N.C., Inc

Frank Black (800) 828-1295 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 9/29/11

Southern Community Bank

Bill Yoder (931) 393-2265 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 4/24/14

Southland Equity Partners

Eric D. Antrobius (434) 202-1345 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 9/23/10

Southport Financial Group, LLC,

Francis C. Lawrance (203) 307-2356 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/6/12

Southside Bank Investment Services

Lynn Davis, Registered Principal/SVP

(817) 367-5663

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    11/09/2016

Southwest Ohio Investment Advisory, LLC

Russell Clark (614) 390-0479 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/26/10

Sowell Management Services

Bill Sowell

(501) 219-2434

This email address is being protected from spambots. You need JavaScript enabled to view it. 

  • Date of Joining Protocol

     

    1/14/2016

Spartan Planning & Wealth Management, LLC

David Childs (336) 403-8946 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/30/15

SPC

Jennifer Bacarella This email address is being protected from spambots. You need JavaScript enabled to view it. (734) 663-1611
  • Date of Joining Protocol 8/31/11

Spectrum Financial Alliance Ltd., LLC

Ashley Adams (859) 223-6333 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 12/12/14

Spectrum Financial Resources, LLC

Daniel Hoban (248) 643-0033 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 2/18/14

Spence Asset Management

Eric Walton

(575.556.8500

 

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

     

    8/1/2016

Spire Investment Partners

David L. Blisk (703) 657-6062 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/5/09

Spruce Investment Advisors LLC

John Bailey President and CEO 203-428-2600
  • Date of Joining Protocol 03/03/17

SPS Private Wealth Management, LLC

Patrick J. Burns, Jr.

(310) 275-5059

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    05/09/2017

Spyglass Securities, LLC

Kendal Wapotish (312) 917-1500 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 4/30/10

Stability Financial, LLC

William S. Kirkikis (504) 586-8100 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/27/13

Stableford Capital LLC

Nathan Faldmo

(480) 939-3410

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    05/23/2017

Standard Investment Chartered, Inc.

Douglas K. Southard, DBA, CFA

(901) 761-7500

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    11/02/2016

Stanford Capital Management, LLC

Silvia K. Querales (713) 964-8443 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 11/7/08

Starfox Financial Services, LLC

Jose Palafox

(760) 964-0700

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    02/22/2017

Starry Financial Group

Ron Van Wert (509) 747-9100 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/17/09

Steel Peak Wealth Management, LLC f/k/a Bernathy Wealth Advisors, LLC

Reza Zamani (310-625-8088 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 9/27/12

Stellam Advisors, LLC

Christopher M. Mascera

(203) 548-7827

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    03/07/2017

Stephens Inc.

David Knight (501) 377-2573 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/19/04

Sterling Monroe Securities, LLC

Monroe Diefendorf, Jr. (516) 759-5735 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 4/14/15

Sterling Wealth Management Group

Gregory Carroll 866.738.7415
  • Date of Joining Protocol 10/29/12

Sterne Agee Financial Services, Inc.

Jay W. Carter (205) 414-3359 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/16/08

Sterne, Agee & Leach, Inc.

Andrew Chambless (205) 380-1765 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/28/08

Stevens Foster Financial Services, Inc

Matthew T. Boos, Esq (612) 492-7180 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 4/24/14

Steward Family Office, Inc.

Patrick J. Burns, Jr. (310) 275-5059 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 11/26/14

Steward Partners Global Advisory

Hy Saporta (203) 293-6230 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/13/13

Stewardship Concepts, LLC

David Snyder (847) 851-8790 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/4/12

Stifel Nicolaus & Company, Incorporated Century Securities Associates, Inc.

David M. Minnick (314) 342-4068 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/7/08

Stillwater Capital Advisors, LLC

Doug Swope (610) 848-6745 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 5/28/09

Stockbridge Private Wealth Management LLC

Thomas Ludwig (608) 697-9055 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/21/14

Stokes & Hubbell Capital Management, LLC f/k/a Alvachite Capital Advisors, LLC

Davis Stokes (504) 832-8100 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 9/12/14

Stolzer Rothschild Levy, LLC

Howard Stolzer (732) 481-2200 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/15/14

Stony Point Wealth Management, Inc.

Ashleigh Swayze (646) 395-3900 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/10/15

Storehouse Wealth Management, LLC

Travis Wortinger 863-235-0245 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/13/11

Strategic Income Group LLC

Mike Gauthier 602-750-7494 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/4/13

Strategic Portfolio Advisors

Donald J. Raatz (702) 460-3358 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/25/09

Strategic Wealth Partners LLC

Lindsay Pflug (224) 632-1600 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol May 20, 2011 Wihdrew as Member (Effective October 16, 2014)

Stratos Wealth Partners

Jeffrey A. Concepcion (440) 505-5600 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/3/04

Streettalk Advisors, LLC

Hope Edick (281) 822-8800 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/29/13

Strid Group, LLC dba Concentus Wealth Advisors

Patrick J. Burns, Jr. (310) 275-5059 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 2/18/14

Stronghold Wealth Management, LLC f/k/a Harvard Advisors, LLC

Keith Downey

(813) 775.7099

This email address is being protected from spambots. You need JavaScript enabled to view it. 

  • Date of Joining Protocol

    2/28/2012

    Company name and Contact Info amended 4/26/16

Summit Advisors, LLC

Robert Bizek (802) 287-0822 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/26/13

Summit Alliance Securities, LLC Summit Alliance Advisors, LLC

Stan R. Hall (972) 247-5300 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 2/10/10

Summit Asset Strategies Wealth Management, LLC

Michael J. Greiner (425) 646-7101 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 2/4/10

Summit Brokerage Services, Inc.

Fred Fram

(561) 338-2626 

This email address is being protected from spambots. You need JavaScript enabled to view it.

Greg Olson

(310) 257-7675

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    May 3, 2007

    Contact information updated 1/11/16

Summit Creek Capital LLC

Ian Jameson (208) 928-7500 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 11/6/09

Summit Financial Wealth Advisors LLC

Suzette Broussard

(337) 232-1411

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    02/05/2016

Summit Trail Advisors, LLC

Keith Callanan (917) 361-5414 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/23/15

Sunbelt Securities

Ray J. Miller (713) 965-9510 This email address is being protected from spambots. You need JavaScript enabled to view it. Susan Guerette (610) 230-2150
  • Date of Joining Protocol 1/30/09

Sunrise Advisors, Inc.

David P. Scott (913) 681-0215 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/28/11

Sunset Partners Capital Management, LLC

Robert Hamer (847) 412-9545 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/12/09

SunTrust Investment Services, Inc.*

Ted Bowden

(404) 813-7419

This email address is being protected from spambots. You need JavaScript enabled to view it.


*See specific qualifications regarding this firm

 

  • Date of Joining Protocol

    11/19/14

Symetra Investment Services

Joanne Salisbury (425) 256-6314 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/27/12

Synergy Investment Group, LLC

Christopher Joseph Palladino (704) 333 - 7637 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 11/27/09

Syntal Capital Partners, LLC

Chad Smith 806-783-0056 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 4/25/12

Syntrinsic Investment Counsel, LLC

Ben Valore-Caplan (303) 501-6903 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/20/08