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 1 of 8

• John H AdamsCRD 2591305 · Nitro, WV
  IA RegisteredBroker
  Disclosure event(s) on record
• Breanna Renaee AgudeloCRD 7448595 · Palm Beach Gardens, FL
  Broker
• Ramon Vasquez AguirreCRD 6118768 · Fort Worth, TX
  IA RegisteredRegistration inactive
• Arnoldo Rene AlanizCRD 4049181 · Corpus Christi, TX
  Broker
• Aaron J. D. AlexanderCRD 6536386 · Corpus Christi, TX
  IA RegisteredBroker
• Robert Paul AlexanderCRD 5889743 · Huntington, WV
  Broker
• Timothy Russell AlfordCRD 1925616 · Moraga, CA
  IA Registered
• Adam AndrewsCRD 6679035 · Wethersfield, CT
  IA RegisteredBroker
• Matthew Thomas ApodacaCRD 5675432 · Brea, CA
  IA RegisteredBroker
• Paul Michael ApodacaCRD 6538432 · Brea, CA
  IA RegisteredBroker
• Daniel ArohCRD 6800693 · Louisville, KY
  IA RegisteredBroker
• Damien Anthony AutissierCRD 8025366 · Braintree, MA
  IA Registered
• Jeffrey Joseph BakerCRD 1411708 · Montgomery, TX
  IA RegisteredBroker
• Jason BallardCRD 5081207 · Palm Beach Gardens, FL
  Broker
• Cheryl Morris BarnettCRD 1795785 · Palm Beach Gardens, FL
  Broker
• Shereen Melissa BeachCRD 4327658 · Louisville, KY
  Broker
• Brett Allen BeimersCRD 7283690 · Grandville, MI
  IA RegisteredBroker
• Deborah Faye BelcherCRD 4746451 · Chapmanville, WV
  Broker
• Janelle Sowell BelyeuCRD 1224242 · Camilla, GA
  Broker
• Nicholas James BerCRD 8143743 · Covington, LA
  IA RegisteredBroker
• Coy C BerendsCRD 5485645 · Shattuck, OK
  IA RegisteredBroker
• Federico BerrutoCRD 8257658 · Braintree, MA
  IA Registered
• Michael Paul BlackCRD 3211794 · Hurricane, WV
  Broker
• Christopher William BlairCRD 2476728 · Denver, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Heather Dean BlanchardCRD 4299309 · Colchester, CT
  IA RegisteredBroker
• Cheryl Ann BoyerCRD 1553339 · Sidney, OH
  IA RegisteredBroker
• Nathaniel J BoyleCRD 6050600 · Springfield, IL
  IA RegisteredBroker
• Edward E-Vaughn BradleyCRD 4642510 · Marietta, GA
  IA RegisteredBroker
• Shannon Cruce BrittCRD 6861364 · Saint Peters, MO
  IA Registered
• Vivian Elizabeth BrooksCRD 1013177 · Middletown, OH
  IA RegisteredBroker
• Walter Scott BrownCRD 5097576 · Bristol, TN
  IA RegisteredBroker
• Ronald Herbert BrutonCRD 5945788 · Little Rock, AR
  IA RegisteredBroker
• Richard Peter BulcavageCRD 1262807 · Sun City Center, FL
  IA RegisteredBroker
• Benjamin Mac BurgesonCRD 1418895 · Jacksonville, TX
  IA RegisteredBroker
• Maverick Wade CaltonCRD 7917158 · Bellefontaine, OH
  IA Registered
• Stacy Marie CaltonCRD 7399936 · Bellefontaine, OH
  IA RegisteredBroker
• Richard William CanestraroCRD 1334579 · Wadsworth, OH
  IA RegisteredBroker
• Bernard Leo CaniffCRD 4383158 · Lynnfield, MA
  IA RegisteredBroker
• Gaetano CannataCRD 2575202 · Feeding Hills, MA
  IA RegisteredBroker
• Gregory Bruce CappelCRD 1722117 · Richmond, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Janice Nmi CarlisleCRD 4763132 · Park City, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Francis Paul CarsonCRD 1494735 · Stratford, CT
  IA RegisteredBroker
• John Elliott CarterCRD 2833057 · Winter Park, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael William CarterCRD 1019999 · Freeland, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• Christopher A CasconiCRD 5111332 · Louisville, KY
  IA RegisteredBroker
• John Anthony CasconiCRD 1628447 · Louisville, KY
  IA RegisteredBroker
  Disclosure event(s) on record
• Randy Steven ChristophelCRD 3137326 · Morrow, OH
  IA RegisteredBroker
• Richard Wayne ChrzanowskiCRD 2657759 · Tampa, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Stefan Anré ChrzanowskiCRD 6159288 · Tampa, FL
  Broker
• Frank J CifuniCRD 4740458 · New City, NY
  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.