RETIREMENT STRATEGIES, INC.

JACKSONVILLE, Florida·3 registered advisors·CRD# 134385
SEC# 801-640100904-730-3863
01

Firm Overview

AUM
$341M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at RETIREMENT STRATEGIES, INC.

3 registered advisors
James William Carr
JACKSONVILLE, Florida
Mary Beth Neeley
JACKSONVILLE, Florida
William Sheldon Hart
JACKSONVILLE, Florida
05

Office Locations

JACKSONVILLE, Florida
3 advisors

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Data sourced from SEC Form ADV filings. RETIREMENT STRATEGIES, INC. (CRD# 134385) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.