JS
Jeffrey B. Strouse
SUNCOAST EQUITY MANAGEMENT
Tampa, FL 33609
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CRD#: 4918320
JS
Professional summary
Jeffrey Byron Strouse, who also goes by Jeffrey Strouse, is a registered financial advisor currently at SUNCOAST EQUITY MANAGEMENT, LLC located in Tampa, Florida.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jeffrey has worked at 3 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeffrey Strouse
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)NOBLE CRUST WESLEY CHAPEL, LLC; 28330 Paseo Dr, #190, Wesley Chapel, FL 33543; Full service restaurant and bar; Proprietor/owner; I am a one third owner of this family business with no day to day responsibilities; 1/1/2017; Business hours per month: No 2)NOBLE CRUST CARROLLWOOD, LLC; 11618 Dale Mabry Hwy, Tampa, Hillsborough, FL 33618; Full service restaurant and bar; Proprietor/owner; As an investor and owner; 7/1/2017; Business hours per month: No 3)FIRST DOWN PROPERTY HOLDINGS, LLC; 401 83rd Ave N, St. Petersburg, FL 33702; Real Estate Holding Company; Other; owner of LLC; Investor; 2/14/2014; Business hours per month: No 4)NOBLE CRUST PROPERTY HOLDING LLC; 8300 4th St. N, St. Petersburg, FL 33702; Real estate holding company; Partner; Investor; 1/31/2014; Business hours per month: No // NOBLE CRUST LLC; 8300 4th St. N, St. Petersburg, FL 33702; Restaurant; Partner; Investor/spouse is bookkeeper; 1/31/2014; Business hours per month: No 5)Fat Beet Farm Marketplace and Bakery, LLC/13830 W. Hillsborough Ave,Tampa,Florida,US/Investment related?:Yes/Bakery and Farm market/I will assist with minimal business questions around operating a small business in Florida. This is a family business/Start Date:10/1/2021/ Time reqd during business hours?: no 6)NOBLE CRUST LLC; ST. PETERSBURG, FL; FULL SERVICE RESTAURANT AND BAR; OWNER/INVESTOR; 2014; BUSINESS HOURS PER MONTH: NO 7)NOBLETRU; ST. PETERSBURG, FL; FULL SERVICE RESTAURANT AND BAR; OWNER/INVESTOR; 2022; BUSINESS HOURS PER MONTH: NO
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Byron Strouse's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 12, 2022 - Present
SUNCOAST EQUITY MANAGEMENT, LLC
Office #1: 5550 W Executive Dr Suite 320, Tampa, FL 33609RIA
CRD#: 108289
Tampa, FL
Past
April 11, 2007 - June 7, 2022
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
WEEHAWKEN, NJ
Past
November 3, 2006 - June 7, 2022
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
June 2, 2005 - October 26, 2006
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SUNCOAST EQUITY MANAGEMENT, LLC
SUNCOAST EQUITY MANAGEMENT, INC. | SUNCOAST PROSPERITY ADVISORS | SUNCOAST EQUITY MANAGEMENT, LLC
CRD#: 108289 / SEC#: 801-62262
RIA
Registered Investment Advisory firm - (8/8/2003 Approved)Alabama
Registered Investment Advisory firm - (11/5/2004 Terminated)Connecticut
Registered Investment Advisory firm - (8/19/2003 Terminated)Florida
Registered Investment Advisory firm - (8/8/2003 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(7/12/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
SUNCOAST EQUITY MANAGEMENT, LLC
SUNCOAST EQUITY MANAGEMENT, INC. | SUNCOAST PROSPERITY ADVISORS | SUNCOAST EQUITY MANAGEMENT, LLC
CRD#: 108289 / SEC#: 801-62262
RIA
Registered Investment Advisory firm - (8/8/2003 Approved)Alabama
Registered Investment Advisory firm - (11/5/2004 Terminated)Connecticut
Registered Investment Advisory firm - (8/19/2003 Terminated)Florida
Registered Investment Advisory firm - (8/8/2003 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5550 W Executive Dr Suite 320, Tampa, FL 33609
Mailing Address
Phone number
(813) 963-0502
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (25 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 810 |
| AUM (Assets Under Management) | $ 1,866,702,990 |
Red Flags
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Company Information
SUNCOAST EQUITY MANAGEMENT, LLC
CRD#: 108289Tampa, FL 33609TRUST BUT VERIFY
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