Reported as registered
SANCHEZ WEALTH MANAGEMENT GROUP, LLC
CRD 169274 · SEC 801-78772
JACKSONVILLE, FL
Source release August 3, 2026 · retrieved August 18, 2026
Firms
Research an investment firm
Search SEC/IARD adviser-firm records by firm name, CRD, SEC number, or location. We organize the official evidence. The consumer decides.
- Sourced firms
- 23,622
- Reported as registered
- 16,783
- Pending / 120-Day
- 235
- Exempt reporting
- 6,604
- Latest sourced release
- August 3, 2026 · retrieved August 18, 2026
1,284 sourced firms · query 145 ms
Reported as registered
SANCTUARY ADVISORS, LLC
CRD 226606 · SEC 801-99364
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
SAND HILL ROAD TECHNOLOGIES FUND MANAGEMENT LLC
CRD 338485 · SEC 802-135108
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SANDERS CAPITAL, LLC
CRD 151480 · SEC 801-70661
WEST PALM BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SANDHILL WEALTH MANAGEMENT, INC.
CRD 291649 · SEC 801-135386
WINTER PARK, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC
CRD 187519 · SEC 801-117852
TAMPA, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SARA-BAY FINANCIAL CORP.
CRD 133443 · SEC 801-79508
SARASOTA, FL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
SATURN MANAGEMENT LLC
CRD 163637 · SEC 802-79171
ST. PETERSBURG, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SAUL WEALTH ADVISORS, LLC
CRD 337371 · SEC 801-134230
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SAWGRASS ASSET MANAGEMENT LLC
CRD 108831 · SEC 801-55243
PONTE VEDRA BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SCALA CAPITAL LLC
CRD 156165 · SEC 801-112881
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
SCENIUS CAPITAL MANAGEMENT LLC
CRD 332394 · SEC 802-134981
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SCHAFFER & COMPANY ASSET MANAGEMENT, INC.
CRD 138463 · SEC 801-92168
JACKSONVILLE, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SCHORN WEALTH
CRD 304104 · SEC 801-116818
ENGLEWOOD, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SCHRUM PRIVATE WEALTH MANAGEMENT, LLC
CRD 312164 · SEC 801-122172
SAINT AUGUSTINE, FL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
SCP MANAGERS, LLC
CRD 299579 · SEC 802-114704
NORTH PORT, FL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
SEAE VENTURES, LLC
CRD 312690 · SEC 802-121361
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SEAVIEW INVESTMENT MANAGERS LLC
CRD 300155 · SEC 801-114975
CORAL GABLES, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SECOND HALF FINANCIAL PARTNERS, LLC
CRD 163454 · SEC 801-113533
SEBRING, FL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
SECURE NET MANAGEMENT LLC
CRD 333439 · SEC 802-135961
CLEARWATER, FL
Source release August 3, 2026 · retrieved August 18, 2026