COLLABORATIVE WEALTH MANAGEMENT, INC.

COLLABORATIVE WEALTH
LAKE MARY, Florida·3 registered advisors·CRD# 142106
SEC# 801-801003407-792-3336
01

Firm Overview

AUM
$464M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at COLLABORATIVE WEALTH MANAGEMENT, INC.

3 registered advisors
Barry Nelson Roderick
LAKE MARY, Florida
Chad Richmond Justice
LAKE MARY, Florida
Sandra Ann Stickney
LAKE MARY, Florida
05

Office Locations

LAKE MARY, Florida
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. COLLABORATIVE WEALTH MANAGEMENT, INC. (CRD# 142106) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.