Money Concepts Advisory Service

Firm record

As recorded in SEC IAPD

Firm CRD

12963

SEC number

801-39736

Firm type

RIA

Assets under management

$4.1B as of Mar 24, 2026

Website

www.moneyconcepts.com ↗

Phone

561-472-2000

Address

11440 Jog Road, Palm Beach Gardens, FL, 33418

Advisors at this firm

358 in our index · page 2 of 8

• Dennis Jerome CliffordCRD 4690575 · North Kansas City, MO
  IA RegisteredBroker
• Alfonso CobbCRD 1422336 · Huntley, IL
  IA RegisteredBroker
• Salvador Rechy ColmeneroCRD 4407040 · Mcallen, TX
  Broker
• Ana-Maria ConeschiCRD 7464377 · Palm Beach Gardens, FL
  Broker
• Steven Arnold ConleyCRD 2595185 · Portsmouth, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Thamar M ConleyCRD 5996278 · Palm Beach Gardens, FL
  Broker
• Mark Michael CookCRD 5830352 · Farmington, MO
  Broker
• Leslie Anne CornetteCRD 5228249 · Beaver Dam, KY
  Broker
• Lorena Annette CorralCRD 4417096 · Mcallen, TX
  IA RegisteredBroker
• Dennis Jay CotnoirCRD 4437675 · Mission Viejo, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Abrielle Nicole CrowleyCRD 7286337 · St. Augustine, FL
  IA RegisteredBroker
• Diana Bowman DamicoCRD 3210053 · Cincinnati, OH
  IA RegisteredBroker
• Diana Lynn DavisCRD 2727266 · Key West, FL
  IA RegisteredBroker
• Michael Eugene DavisCRD 2692127 · Frisco, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Richard S DavisCRD 3239740 · Hollywood, FL
  Broker
• Barry Lyle DayleyCRD 1142483 · Afton, WY
  IA RegisteredBroker
• Isaac Lyle DayleyCRD 6674224 · San Francisco, CA
  IA RegisteredBroker
• Levi Bagley DayleyCRD 5375924 · Meridian, ID
  IA RegisteredBroker
• Thomas Isaac De JongCRD 5612385 · Sioux Center, IA
  IA RegisteredBroker
• Sean Steven DevineCRD 5973802 · Palm Beach Gardens, FL
  Broker
• Robert Michael DelbuonoCRD 1350183 · Fairfield, CT
  IA RegisteredBroker
• Marion Amy DelaplaineCRD 2722797 · Peachtree Corners, GA
  IA RegisteredBroker
• Michael Stanton DenisonCRD 6416388 · Denver, CO
  IA RegisteredBroker
• Matthew DikeCRD 7483476 · Placentia, CA
  Broker
• Julie Ann DillonCRD 2595545 · Brainerd, MN
  IA RegisteredBroker
• Benjamin Earl DoddsCRD 5287558 · Bellefontaine, OH
  IA RegisteredBroker
• Brian Patrick DoddsCRD 4117145 · Bellefontaine, OH
  IA RegisteredBroker
• Nathaniel Eugene DoddsCRD 6354088 · Bellefontaine, OH
  IA RegisteredBroker
• Joe Carroll DoggettCRD 1033987 · Columbus, IN
  IA RegisteredBroker
  Disclosure event(s) on record
• Belynda Ann DomasCRD 5404932 · Ypsilanti, MI
  Broker
• Monique Eve DomasCRD 7038359 · Ypsilanti, MI
  Broker
• Killian Michael DowdCRD 7755265 · Dorchester , NH
  IA Registered
• Walter Edward DrenenCRD 2580390 · Westfield, MA
  IA RegisteredBroker
• Steven Ray DudleyCRD 8102956 · Batesville, IN
  IA RegisteredBroker
• Patrick Francis DuignanCRD 5848393 · Brea, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Dacota Riley DurkeeCRD 7972194 · Westfield, MA
  IA RegisteredBroker
• William Ray DyeCRD 4980787 · Louisville, KY
  IA RegisteredBroker
• Douglas Marshall EbnerCRD 2511777 · New Hill, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Patrick EdwardsCRD 4031958 · North Haledon, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Samuel Christopher EllsworthCRD 7429548 · Indianapolis, IN
  IA RegisteredBroker
• Christopher J ElmoreCRD 5832453 · Tulsa, OK
  IA RegisteredBroker
• Jeffrey Lynn ErwinCRD 2080834 · Bellefontaine, OH
  IA RegisteredBroker
• Travis Paul EtheridgeCRD 5910679 · Centralia, IL
  IA RegisteredBroker
• Diane Dalton EvansCRD 2595371 · Paducah, KY
  IA RegisteredBroker
• William Brewster EvansCRD 2640934 · Mount Pleasant, SC
  IA RegisteredBroker
• Jessie Anthony FabianoCRD 2638870 · Thibodaux, LA
  IA RegisteredBroker
  Disclosure event(s) on record
• Cale Richard FieldsCRD 8014021 · Leavenworth, KS
  IA Registered
• Wyatt Stephen James FinnellCRD 7598300 · Lexington, KY
  IA RegisteredBroker
• Jason Robert FioreCRD 6157376 · Westfield, MA
  IA RegisteredBroker
• Stephen Anthony FisherCRD 2512102 · Glenwood Springs, CO
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.