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 3 of 3

• Rick Allen ProsserCRD 6623075 · Weirton, WV
  IA RegisteredRegistration inactive
• Judson Edward PyattCRD 4294602 · Murfreesboro, TN
  IA RegisteredRegistration inactive
• Charles ParvinCRD 7701339 · San Antonio, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Tamah L PedersonCRD 6987410 · Murfreesboro, TN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jeremy Wayne RabalaisCRD 5531294 · Prairieville, LA
  IA Registered
• Richard Hamilton RawlsCRD 4326999 · Fort Lauderdale, FL
  IA RegisteredRegistration inactive
• Bruce Douglas RellstabCRD 2124973 · Leominster, MA
  IA RegisteredRegistration inactive
• Dwight William RichCRD 2433237 · Louisville, KY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Rory RichardCRD 4339414 · Lafayette, LA
  IA Registered
• Damian Christian RothermelCRD 3095845 · Portland, OR
  IA RegisteredRegistration inactive
• Austin James RyanCRD 7053129 · Neptune Beach, FL
  IA RegisteredRegistration inactive
• Charles Burton RadlauerCRD 2895611 · Fort Lauerdale, FL
  IA RegisteredBroker
• Jeffrey Scott RussitanoCRD 7118041 · Cheshire, CT
  IA RegisteredRegistration inactive
• David Joseph ScrantonCRD 1711211 · Fort Lauderdale, FL
  IA Registered
  Disclosure event(s) on record
• Ronald Jeffrey SmallCRD 1992480 · Melbourne, FL
  IA Registered
  Disclosure event(s) on record
• Timothy Jon SparksCRD 5762751 · Lexington, KY
  IA Registered
• David Paul StearnsCRD 5426518 · Braselton, GA
  IA Registered
• Michael Hollis StewartCRD 4243807 · Madison, WI
  IA Registered
  Disclosure event(s) on record
• Nina Blythe StricklandCRD 6406634 · Knoxville, TN
  IA Registered
• Corey Joseph ShevlinCRD 7641482 · Red Bank, NJ
  IA Registered
• Gary Luke StarnerCRD 7836944 · Denver, CO
  IA RegisteredRegistration inactive
• Jillian Rae StearnsCRD 8008957 · Braselton, GA
  IA Registered
• Connor Michael StewartCRD 7497604 · Madison, WI
  IA Registered
• Phong TruongCRD 5655764 · Melbourne, FL
  IA RegisteredRegistration inactive
• Agnieszka ValentaCRD 7150279 · Longmeadow, MA
  IA RegisteredRegistration inactive
• Bradley Stuart WilliamsCRD 1695009 · Huntsville, AL
  IA Registered
  Disclosure event(s) on record
• Darrin Patrick WorthingtonCRD 1975427 · Lakewood, CO
  IA Registered
• David Mark WrightCRD 1540583 · Toledo, OH
  IA RegisteredRegistration inactive
• Angela WoodheadCRD 7853652 · Salt Lake City, UT
  IA RegisteredRegistration inactive
• Hunter S WyckoffCRD 6881996 · Arvada, CO
  IA Registered
• Erin E YakeCRD 6096549 · Wilmington, DE
  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.