Sunil
Misra
Compass Financial Management LLC
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About this Advisor
Sunil Misra is a financial advisor based in Jacksonville, Florida, working with Compass Financial Management LLC. Sunil has previously held positions 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. Sunil has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Sunil is part of Compass Financial Management LLC, which operates out of Jacksonville, Florida. The firm has 7 offices and 20 employees. The firm manages assets totaling $409.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Compass Financial Management LLC includes asset-based fees.
Certifications and Registrations
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Fee Structure
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Compass Financial Management LLC Brokerage Details
$409,358,130
20
1,131
$361,944
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Sunil Misra Work History
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
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
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Oxford, CT
Jacksonville, FL
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