CRD: 173272
Sound Income Strategies, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-22-2014
- Office Locations
- 73
Office Locations
About Sound Income Strategies, LLC
Sound Income Strategies, LLC is an SEC-registered RIA providing fee-based financial planning and investment advisory services. Serving retail and institutional clients, the firm emphasizes active management, asset allocation and risk management, using ETFs and fixed income as core building blocks alongside mutual funds and insurance/annuity solutions. Custody is commonly held at Schwab and Fidelity, with a multi-office footprint from its Fort Lauderdale base.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RANA CHANDER
Chief Operating Officer
- CRD
- #4853245
- Ownership
- Less than 5%
Charles Burton Radlauer
Chief Compliance Officer
- CRD
- #2895611
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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RYAN SPENCER ALEXANDER
Financial Advisor
- CRD
- #6907429
ADAM ANGIBEAU
Investment Advisor Representative
- CRD
- #6191823
Showing 2 of 129 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,919,508,068 | $176,578 |
| Non-Discretionary | $261,554,333 | $102,210 |
| Total | $4,181,062,401 | $168,891 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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