Sunil
Misra
Compass Financial Management LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Sunil Misra is a chartered financial consultant who works out of Jacksonville, Florida who has 2 years of relevant experience. Misra is on the advisory team at Compass Financial Management LLC. Misra has gained experience at Guardian Life Insurance Company, Sunil Misra LLC, Indus International LLC, The Leaders Group Inc, Royal Alliance Associates, New Century Financial Group, LLC, Stephen A. Kohn & Associates, LTD and Dmk Advisor Group Inc. Misra holds Series 66 and Series 63 licenses, certifying them as a securities agent, and is approved to operate in Florida. Compass Financial Management LLC is a company that has its headquarters in Tampa, FL. It has offices in eight locations and a total of 16 financial advisors. It has $264 million in assets among its 1,294 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,294 accounts, just 12% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company provides a set of services, such as portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually vary depending on the type of services offered. Fee types billed by Compass Financial Management LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Compass Financial Management LLC Brokerage Details
$263,643,489
16
1,294
$203,743
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Sunil Misra Work History
Sunil has been registered as a financial advisor for 2 years.*
Dmk Advisor Group Inc
Sunil Misra LLC
Indus International LLC
Guardian Life Insurance Company
Stephen A. Kohn & Associates, LTD
Royal Alliance Associates
New Century Financial Group, LLC
The Leaders Group Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sunil Misra to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Compass Financial Management LLC
Minneapolis, MN
Lutz, FL
Jacksonville, FL
Oxford, CT
Tampa, FL
New York, NY
Oxford, CT
Allen, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
