Money Concepts Advisory Service

CRD 12963 · Palm Beach Gardens, FL · $4.1B AUM

RIA

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 8 of 8

James E WrightCRD 4331955 · Louisville, KY

IA RegisteredBroker
Richard Lee WunderlichCRD 1395400 · Minerva, OH

IA RegisteredBroker

Disclosure event(s) on record
Shari Leigh WyseCRD 4849638 · Archbold, OH

IA RegisteredBroker
James Kelley YarbroughCRD 1186141 · Winter Park, FL

Broker
Daniel You-Gong YeeCRD 4443999 · Riverside, CA

IA RegisteredBroker

Disclosure event(s) on record
David YoungCRD 6416540 · Kennesaw, GA

IA RegisteredBroker
Keenan Scott ZehnerCRD 2725821 · Franklin, TN

IA RegisteredBroker
Marckenson ZephirinCRD 5580377 · Palm Beach Gardens, FL

Broker

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.

SEC IAPD record for firm CRD 12963 ↗ FINRA BrokerCheck record for firm CRD 12963 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.