Reported as registered
SULZBERGER CAPITAL ADVISORS, INC.
CRD 174673 · SEC 801-136480
MIAMI, 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 133 ms
Reported as registered
SUMMIT WEALTH PARTNERS, LLC
CRD 283648 · SEC 801-107751
ORLANDO, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SUN CAPITAL ADVISORS, L.P.
CRD 155109 · SEC 801-73215
BOCA RATON, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SUNCOAST EQUITY MANAGEMENT, LLC
CRD 108289 · SEC 801-62262
TAMPA, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SUNDIAL WEALTH LLC
CRD 321900 · SEC 801-135014
DELRAY BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SUNRISE MANAGER LLC
CRD 330704 · SEC 801-130413
WEST PALM BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SUNSTATE WEALTH MANAGEMENT LLC
CRD 317453 · SEC 801-122830
CORAL GABLES, FL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
SURMOUNT VENTURES MANAGEMENT LLC
CRD 341568 · SEC 802-135928
SOUTH MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
SW ITERAM US ADVISORS
CRD 332623 · SEC 802-131067
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SYNERGY INVESTMENT MANAGEMENT LLC
CRD 305961 · SEC 801-129970
ALTAMONTE SPRINGS, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SYNTAX RESEARCH, INC.
CRD 151948 · SEC 801-76880
BOCA RATON, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TACTIVE ADVISORS, LLC
CRD 309311 · SEC 801-119680
SARASOTA, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TALLVINE PARTNERS MANAGEMENT LP
CRD 330629 · SEC 801-129938
CORAL GABLES, FL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
TAMPA BAY VENTURES, LLC
CRD 325354 · SEC 802-127541
TAMPA, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TARGETED FINANCIAL SERVICES, LLC
CRD 129049 · SEC 801-62542
SEMINOLE, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TCG STRATEGIC INCOME ADVISOR LLC
CRD 336718 · SEC 801-133850
WEST PALM BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
TECHFARMS CAPITAL MANAGEMENT, LLC
CRD 336218 · SEC 802-132748
PENSACOLA, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TEMPLETON INVESTMENT COUNSEL, LLC
CRD 111370 · SEC 801-15125
FT. LAUDERDALE, FL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
TEMPLUM CAPITAL
CRD 340352 · SEC 802-135312
MIAMI BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TERAMO ADVISORS, LLC
CRD 291574 · SEC 801-112238
NAPLES, FL
Source release August 3, 2026 · retrieved August 18, 2026