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 5 of 8

• Joseph James MassaroCRD 2593837 · Wethersfield, CT
  IA RegisteredBroker
• Edward Christian MathewsCRD 6227509 · Saco, ME
  IA RegisteredBroker
• Liza Maria MatosCRD 4371969 · Palm Beach Gardens, FL
  Broker
• Jerry Thomas MayesCRD 3228053 · Beaver Dam, KY
  IA RegisteredBroker
• Rodger Anthony McalisterCRD 2676623 · Louisville, KY
  IA RegisteredBroker
  Disclosure event(s) on record
• Isaac Houston MccabeCRD 4699783 · Leavenworth, KS
  IA RegisteredBroker
  Disclosure event(s) on record
• Ryan Robert MccallCRD 7751015 · Palm Beach Gardens, FL
  IA RegisteredBroker
• Anna Marie MccormickCRD 7309015 · Springfield, IL
  IA RegisteredBroker
• David Bruce McmillenCRD 1198070 · Boulder, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Ryan Charles McdanielCRD 5679437 · Owensboro, KY
  IA RegisteredBroker
• Amy Janel MelensonCRD 4287112 · Chesapeake Beach, MD
  IA RegisteredBroker
• Romeo Silvestre MercadoCRD 4453382 · Palm Beach Gardens, FL
  BrokerRegistration inactive
• Alexander Eric MetznerCRD 6373005 · Frederick, MD
  IA RegisteredBroker
• Corey R MilesCRD 6103542 · Afton, WY
  IA RegisteredBroker
• Payton Chase MillerCRD 7995938 · Dayton, TN
  IA RegisteredBroker
• Robert Earl Kenneth MillerCRD 4108687 · Carmel, IN
  IA RegisteredBroker
• Tac Yule MilneCRD 1207665 · Louisville, KY
  IA RegisteredBroker
• Terry Lucas MintonCRD 5714961 · Jacksonville, AR
  IA RegisteredBroker
• Richard Kurt MoellerCRD 3111730 · New Windsor, NY
  Broker
• Richard M MoellerCRD 6683515 · New Windsor, NY
  Broker
• Michael Joseph MomenoCRD 4000165 · Saint Peters, MO
  IA RegisteredBroker
  Disclosure event(s) on record
• Greg Harrison Levine MooreCRD 6425378 · Louisville, KY
  IA RegisteredBroker
• Jacob Alan MooreCRD 4644297 · Loveland, CO
  IA RegisteredBroker
• Steve Wayne MooreCRD 1569961 · Loveland, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert J MoritzCRD 5066977 · Carmel, IN
  IA RegisteredBroker
• Bruce Richard MorrisonCRD 1784210 · Amherst, NH
  IA RegisteredBroker
• Kyle MortimerCRD 7872684 · Braintree, MA
  IA Registered
• Martin MotnikCRD 8084946 · Nashville, TN
  IA Registered
• Rebecca Carol MullerCRD 1193015 · Indianapolis, IN
  IA RegisteredBroker
• Lynne Ruth MulliganCRD 5372400 · Selma, NC
  IA RegisteredBroker
• Joseph Francis MurphyCRD 1448609 · San Rafael, CA
  IA RegisteredBroker
• George Robert MyersCRD 1856927 · Franklin, TN
  IA RegisteredBroker
  Disclosure event(s) on record
• Kamron NahavandiCRD 5250559 · Placentia, CA
  IA RegisteredBroker
• Delores Irene NanceCRD 5391297 · Gilbert, AZ
  IA RegisteredBroker
• Russell Kenneth NewmanCRD 1480831 · Hillsboro, OH
  IA RegisteredBroker
• John Danh NguyenCRD 4919629 · Placentia, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• James Thomas ObrienCRD 2785734 · Saint Charles, MO
  IA RegisteredBroker
• Ju Hwan OhCRD 7429842 · Anaheim, CA
  IA RegisteredBroker
• John Andrew PalloCRD 2759861 · Louisville, KY
  IA RegisteredBroker
  Disclosure event(s) on record
• Andrew Michael PanyikCRD 2650271 · Sunbury, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Dennis Anthony ParkerCRD 4414073 · Chicago, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Kenny Ray ParkerCRD 1290622 · Saint Peters, MO
  BrokerRegistration inactive
• Kenny R ParkerCRD 4190255 · Saint Peters, MO
  IA RegisteredBroker
  Disclosure event(s) on record
• Justin M PatellaroCRD 5321345 · San Ramon, CA
  IA Registered
• Kirk Alan PaulsenCRD 1267718 · Mt. Pleasant, SC
  IA RegisteredBroker
• Samuel Chester PerryCRD 6028815 · Cave Spring, AR
  IA RegisteredBroker
• William Vernon PetermanCRD 4200779 · Palm Beach Gardens, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Angelo Joseph PetitoCRD 1332871 · Chester, NY
  IA RegisteredBroker
• Jeffrey Matson PhalenCRD 4875596 · Louisville, KY
  Broker
• Carolyn Suzanne PikeCRD 6182097 · Louisville, KY
  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.