Sound Income Strategies, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

173272

SEC number

801-80425

Firm type

RIA

Assets under management

$4.2B as of Jan 23, 2026

Website

thecapitalizedretirement.com ↗

Phone

954-487-1860

Address

500 W Cypress Creek Road, Fort Lauderdale, FL, 33309

Advisors at this firm

131 in our index · page 1 of 3

• Ryan Spencer AlexanderCRD 6907429 · Crystal Lake, IL
  IA RegisteredRegistration inactive
• Adam AngibeauCRD 6191823 · Westbrook, CT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Billie AponteCRD 2975398 · Lumberton, NJ
  IA Registered
  Disclosure event(s) on record
• Steven William ArcherCRD 1923154 · Fort Lauderdale, FL
  IA Registered
• Fred AtlasCRD 3266751 · Sarasota, FL
  IA Registered
• Don Constantine AvgerinosCRD 4267162 · Wayne, PA
  IA Registered
• Tyson Joseph AsayCRD 5176467 · Chattanooga, TN
  IA RegisteredRegistration inactive
• Edward Clymer BarnardCRD 5500204 · Charlotte, NC
  IA Registered
  Disclosure event(s) on record
• Richard Buel BatesCRD 1452607 · Fort Lauderdale, FL
  IA Registered
• Sean Paige Samuel BestCRD 6681046 · Princeton, TX
  IA RegisteredRegistration inactive
• Jeffrey Dean BlissCRD 4698293 · Plantation, FL
  IA Registered
• Richard Allen BurtCRD 4693632 · Cordova, TN
  IA RegisteredRegistration inactive
• Frank Wayne BaileyCRD 6865539 · Cordova, TN
  IA RegisteredRegistration inactive
• Brett Landon BakerCRD 7142724 · Watkinsville, GA
  IA RegisteredRegistration inactive
• Benjamin Zachary BarningCRD 6955955 · Westbrook, CT
  IA RegisteredRegistration inactive
• Timothy Adam BeauregardCRD 7475892 · Wesley Chapel, FL
  IA Registered
• Frank Ross Beedle IICRD 7286466 · Braselton, GA
  IA Registered
• Jacob Earle BetteridgeCRD 4263598 · Westbrook, CT
  IA RegisteredRegistration inactive
• Keandre Dominic Alexander BuckhamCRD 8294408 · Wilmington, DE
  IA Registered
• Ethan Peter CallahanCRD 7417279 · Mansfield, PA
  IA Registered
• Jason Dennis CarrierCRD 4553561 · Old Saybrook, CT
  IA Registered
• Dee Kent CarterCRD 809098 · Midland, TX
  IA Registered
• Stuart Craig ChamberlinCRD 1549351 · Boca Raton, FL
  IA Registered
  Disclosure event(s) on record
• Rana ChanderCRD 4853245 · Fort Lauderdale, FL
  IA RegisteredBroker
• George James CoulesCRD 6270662 · Bartlett, TN
  IA RegisteredRegistration inactive
• Gianna Mary CampoCRD 6655486 · Alpharetta, GA
  IA Registered
• Kristin Danielle CarletonCRD 4485193 · Richmond, VA
  IA RegisteredRegistration inactive
• Richard Tobias CarlinCRD 1711588 · Sewickley, PA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Kenneth Richard CarnevaleCRD 7489125 · Cranston, RI
  IA RegisteredRegistration inactive
• Stacy L ColonnaCRD 6712061 · Londonderry, NH
  IA RegisteredRegistration inactive
• Richard Mason ComerCRD 7481346 · Fort Lauderdale, FL
  IA Registered
• Eric CoteCRD 7415669 · Omaha, NE
  IA RegisteredRegistration inactive
• Lindsey Marie CotterCRD 6914972 · Murfreesboro, TN
  IA Registered
• Nathan David CoxCRD 7141539 · Murfreesboro, TN
  IA Registered
  Disclosure event(s) on record
• Jalen Adeeb DagherCRD 6335121 · Cordova, TN
  IA RegisteredRegistration inactive
• Abbas DaneshCRD 3264746 · Westbrook, CT
  IA Registered
• Fabiano Medrado De FrancoCRD 4528382 · Manassas, VA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Michael Paul DonnanCRD 7127651 · Humboldt, IA
  IA RegisteredRegistration inactive
• Randolph Blake DorceyCRD 1919543 · Idaho Springs, CO
  IA Registered
  Disclosure event(s) on record
• Roger Dale DavisCRD 2087383 · Chattanooga, TN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Dixon Place DowneyCRD 2817768 · Westbrook, CT
  IA RegisteredRegistration inactive
• Evan DuigouCRD 8240506 · Westbook, CT
  IA Registered
• David Alan EissmanCRD 1380722 · Kennesaw, GA
  IA Registered
• James E. EllisCRD 6247137 · Leominster, MA
  IA Registered
• Thomas Preston FalterCRD 1154956 · Weirton, WV
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Patrick Christopher FarrellCRD 1454441 · Fort Lauderdale, FL
  IA RegisteredBroker
• Albert Joseph FloresCRD 2436905 · Walnut Creek, CA
  IA Registered
  Disclosure event(s) on record
• David FalconeCRD 7735705 · Jacksonville, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jeffrey Paul FarrellCRD 5998517 · Cordova, TN
  IA RegisteredRegistration inactive
• Aubrey FordCRD 7673935 · Cordova, TN
  IA RegisteredRegistration inactive

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.