1990 Main Street, Suite 750
Sarasota, FL 34236
*By Appointment Only
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Welcome to Studdard Financial! YOUR Sarasota, FL "Fee Only" registered investment advisor (RIA) and financial planning firm that is dedicated to helping you build wealth, protect it, and pass it down from one generation to the next! How we do this is by developing comprehensive financial and estate plans for our clients.
We realize that there are many investment professionals working under the title of "personal financial advisor" in the Sarasota, FL area making it difficult to know which one to choose and we know how important it is to find an advisor that has the freedom and independence to find financial solutions that best fit your unique needs as an investor. As a registered investment advisor (RIA), Studdard Financial, LLC will take the time to get to know you, to understand your personal and financial goals, and to build a relationship that is focused on helping you meet your investment objectives.
We manage money for you, the client, that is held at a separate, independent, third-party custodian. You have complete access to your funds - we hold no client money! Our primary custodian is TD Ameritrade Institutional, but you may custody your assets where you see fit.
Site Disclaimer Info
Note that the information provided is not intended to give any specific advice nor an offer to purchase or sell any securities. It is for informational purposes only. Please remember that past performance may not be indicative of future results. Information pertaining to Studdard Financial, LLC operations, services and fees is set forth in our current disclosure statement below.
Form ADV Part 2 a copy of which is available by clicking here.
Carefully consider your investment objectives, risk factors, and charges and expenses before investing. Investing involves risk, including possible loss of principal. Consult your own advisor for implications of investing. Diversification and asset allocation may not protect against market risk. Studdard Financial, LLC is a registered investment adviser in Florida and Tennessee. It may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered or otherwise excluded or exempt from registration requirements. The purpose of this web site is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where this firm and its advisory affiliates or investment adviser representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.
Not FDIC Insured * No Bank Guarantee * May Lose Value