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 6 of 8

• Duane F. PorterCRD 4304857 · Palm Beach Gardens, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Onajh PorterCRD 6633021 · Indianapolis, IN
  IA RegisteredBroker
• William Allen PorterCRD 2714412 · Birmingham, AL
  Broker
• Jennifer Nicole Potter-QuillenCRD 5721571 · Lexington, KY
  IA RegisteredBroker
• Dennis Thomas PoziosCRD 7382021 · Troy, MI
  IA RegisteredBroker
• Julie Ann PratteCRD 5692722 · Desloge, MO
  Broker
• Bernita Marie PridgettCRD 4727050 · Cincinnati, OH
  IA RegisteredBroker
• Philip Joseph ProulxCRD 5919073 · North Chelmsford, MA
  IA RegisteredBroker
• Daniel Joe PyleCRD 4331594 · Mcpherson, KS
  IA RegisteredBroker
• Steven Robert RaineyCRD 848136 · Burton, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Sarah Ann RalstinCRD 5529508 · Portsmouth, OH
  IA RegisteredBroker
• Maria C RamirezCRD 5244638 · Corpus Christi, TX
  Broker
• Pamela Buehner RankinCRD 2533720 · Louisville, KY
  Broker
• William Lee RappCRD 1822282 · Boonville, MO
  IA RegisteredBroker
  Disclosure event(s) on record
• Tyler RatliffCRD 8018794 · Louisville, KY
  IA RegisteredBroker
• Timothy Michael RayburnCRD 5978712 · Grayson, KY
  IA RegisteredBroker
• Mary Anne Mayer RedmondCRD 2369034 · Addison, TX
  IA RegisteredBroker
• Ray Gene ReeseCRD 1694620 · Farmington, MO
  BrokerRegistration inactive
  Disclosure event(s) on record
• Zachary Lynn ReitzelCRD 6473894 · Perrysburg, OH
  Broker
• Katherine Irene ReppertCRD 6848383 · Palm Beach Gardens, FL
  IA Registered
• Scott William RinglandCRD 1960167 · Keene, NH
  IA RegisteredBroker
• Jaime RiosCRD 1747126 · Corpus Christi, TX
  Broker
• Nolan Kenneth RitzCRD 7989948 · Middleville, MI
  IA RegisteredBroker
• Lois Athelyn RobinsonCRD 2027901 · Wethersfield, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• Adriana E Romero StefanigaCRD 6000880 · Palm Beach Gardens, FL
  Broker
• Daniel Joseph RomickCRD 5583141 · Findlay, OH
  IA RegisteredBroker
• Ruben RuizCRD 1842631 · San Marcos, TX
  IA RegisteredBroker
• Scott SamfordCRD 6910584 · Mandeville, LA
  IA RegisteredBroker
• Ann M SapelliCRD 4451171 · East Longmeadow, MA
  Broker
• Terry S. SawchukCRD 2084275 · Troy, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Martin Joseph ScafidiCRD 4324389 · Peabody, MA
  IA RegisteredBroker
• Brennan James SchofieldCRD 6972659 · Bradenton, FL
  IA RegisteredBroker
• Rick David SchofieldCRD 2197999 · Bradenton, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Gary Thomas SeibelCRD 5608157 · Conway, AR
  IA RegisteredBroker
• Julie Perkins SettlesCRD 4567834 · Steelville, MO
  Broker
• Joel SheldonCRD 5623616 · Placentia, CA
  IA RegisteredBroker
• Stephen Laurence ShlossCRD 5429813 · Mission Viejo, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Susan ShookCRD 3239769 · Batesville, IN
  IA RegisteredBroker
• Shawn Oliver ShortCRD 4444866 · Florence, AL
  IA RegisteredBroker
• Karin Weber Costa SilvaCRD 7223295 · Palm Beach Gardens, FL
  Broker
• Atonn G SmeltzerCRD 6047629 · Perrysburg, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Jordan SmithCRD 6423728 · Monroe, LA
  IA RegisteredBroker
• Keisha Marie Smith-JonesCRD 5038637 · Gahanna, OH
  IA RegisteredBroker
• Chrysa Rene SnowCRD 7681322 · Washington, MO
  IA RegisteredBroker
• Michael Leslie SondergardCRD 1012834 · Saint Peters, MO
  Broker
• Seth David SpitzkeCRD 7677084 · Monticello, KY
  IA RegisteredBroker
• Daniel Ralph SpositoCRD 2692279 · Ashtabula, OH
  IA RegisteredBroker
• Lisa M StanfordCRD 5427403 · Palm Beach Gardens, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Cody Alexander StapletonCRD 6731547 · Portsmouth, OH
  IA RegisteredBroker
• Erica Marie StarkCRD 6682569 · Middleburg Heights, OH
  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.