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Oxford Exchange's Executive Suite-Commerce Club 420 W Kennedy Blvd. Tampa, FL 33606 (No mail accepted) for mailing address please contact us.
Tampa , FL 33602
Phone:
  • FL (813) 841-7827

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Proud Member of the Economic Club of Tampa

 

 

 

 

Protect your most valuable asset, yourself! Investing make sense, picking a well thoughtout health insurance plan too.

 

 

Welcome to Suncoast Global Financial Advisers* **, LLC.

We have created this website to provide you with easy access to basic ressources and gain a better understanding of the concepts behind Insurance, Retirement & Estate Planning, as well as Wealth Preservation questions you may have. 

Suncoast Global Financial Advisers (SGFA) is an independent, fee-only investment adviser serving a global client base of diverse investors giving you access to a large number of high net worth portfolio managers, index managed portfolios, asset allocation through mutual funds as well as personal managed accounts.

Most important, we hope you see the value of working with a local and independent skilled professionals, in setting and over time adjusting your investing goals.

Suncoast Global is a Florida & Maryland based firm providing tailored services regarding your various personal investment needs.

Please feel free to take advantage of these resources and visit us often as we feel our website is hosting a wealth of information; in the form of small videos, newsletter articles, calculators and reseach reports.

We frequently update our Learning Center and Market Watch information, and always feel free to contact us by phone or through the "Request A Quote" tab above.

 

Thank you.

 

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FINRA Financial Industry Regulatory Authority

*Investment Advisers

Although most people would use an "o," we purposely spell adviser with an "e" when we talk about investment advisers. That’s because the laws that govern this type of investment professional spell the title this way.

Many investment advisers are also brokers—but these two types of investment professional aren’t the same. So as you choose among different professionals, here’s what you need to know about investment advisers.

  • What they are: An investment adviser is an individual or company who is paid for providing advice about securities to their clients. Although the terms sound similar, investment advisers are not the same as financial advisors and should not be confused. The term financial advisor is a generic term that usually refers to a broker (or, to use the technical term, a registered representative). By contrast, the term investment adviser is a legal term that refers to an individual or company that is registered as such with either the Securities and Exchange Commission or a state securities regulator. Common names for investment advisers include asset managers, investment counselors, investment managers, portfolio managers, and wealth managers. Investment adviser representatives are individuals who work for and give advice on behalf of registered investment advisers.
  • Who regulates them: The SEC regulates investment advisers who manage $110 million or more in client assets. Advisers who manage less are regulated by the securities regulator for the state where the adviser has its principal place of business. Because they primarily engage in the buying and selling of securities, broker-dealers and registered representatives typically do not have to register as investment advisers. But some do, which is why it is so important to find out exactly which services a professional who wears multiple hats will provide for you and what they will charge for their services. You can get background information on both SEC- and state-registered investment advisers by using FINRA BrokerCheck or calling us toll-free (800) 289-9999.You can also get background information by visiting the SEC's Investment Adviser Public Disclosure database.
  • What they offer: In addition to providing individually tailored investment advice, some investment advisers manage investment portfolios. Others may offer financial planning services or, if they are properly licensed, brokerage services (such as buying or selling stock or bonds)—or some combination of all these services.

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**Fiduciary to its clients 

A Registered Investment Adviser (RIA) is an adviser or firm engaged in the investment advisory business and registered either with the Securities and Exchange Commission (SEC) or state securities authorities. RIAs have a fiduciary duty to their clients, which means they have a fundamental obligation to provide suitable investment advice and always act in their clients' best interests
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck