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Sonya Richelle Ranker

Sonya R. Ranker

QUESTMONT VIRTUAL FAMILY OFFICE
TAMPA, FL 33607
Some features on this profile are disabled
CRD#: 6203107
Sonya Richelle Ranker

Professional summary

Sonya Richelle Ranker, CFP®, who also goes by Sonya Richelle Dusenbery, Sonya Richelle Luciotti, Sonya Ranker, is a registered financial advisor currently at QUESTMONT VIRTUAL FAMILY OFFICE, LLC located in Tampa, Florida and PURSHE KAPLAN STERLING INVESTMENTS located in Albany, New York.

Sonya is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Sonya has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Sonya Richelle Dusenbery | Sonya Richelle Luciotti | Sonya Ranker

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) Questmont Virtual Family Office. Investment Related. At Registered Location. RIA. IAR. President. 03/1/2025. 40. 40 during securities trading hours. financial planning, investment management, managing staff, managing books and records. 2) Fixed Insurance. Non - Investment Related. At Registered Location. Fixed Insurance/ Annuity. Agent. 03/1/2025. 10. 10 during securities trading hours. Provide insurance advice based on the needs of client(s).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sonya Richelle Ranker's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 2017

Experience

Current

April 11, 2025 - Present

QUESTMONT VIRTUAL FAMILY OFFICE, LLC

Office #1: 4300 W. Cypress Street Suite 350, Tampa, FL 33607
RIA
CRD#: 335307
TAMPA, FL
Current

May 30, 2025 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 80 State Street, Albany, NY 12207Office #2: 4350 W Cypress St Suite 900, Tampa, FL 33607
BD
CRD#: 35747
ALBANY, NY
Past

January 22, 2018 - June 2, 2025

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
Camp Hill, PA
Past

January 22, 2018 - June 2, 2025

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
Lemoyne, PA
Past

February 7, 2014 - January 25, 2018

OSAIC WEALTH, INC.

RIA
CRD#: 23131
CAMP HILL, PA
Past

January 6, 2014 - January 25, 2018

OSAIC WEALTH, INC.

BD
CRD#: 23131
CAMP HILL, PA

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".
QV
QUESTMONT VIRTUAL FAMILY OFFICE, LLC
QUESTMONT VIRTUAL FAMILY OFFICE, LLC

CRD#: 335307 / SEC#: 801-132338

RIA
Registered Investment Advisory firm - (4/4/2025 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Florida
(4/11/2025)
RR
Florida
(5/30/2025)
RR
Pennsylvania
(5/30/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/3/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/6/2014
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

QV
QUESTMONT VIRTUAL FAMILY OFFICE, LLC
QUESTMONT VIRTUAL FAMILY OFFICE, LLC

CRD#: 335307 / SEC#: 801-132338

RIA
Registered Investment Advisory firm - (4/4/2025 Approved)
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Contact information

Main Address
4300 W. Cypress Street Suite 350, Tampa, FL 33607
Mailing Address
Phone number
(813) 212-1701
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR QUESTMONT VIRTUAL FAMILY OFFICE (7/11/2025)

Regulatory assets under management

Total Number of Accounts435
AUM (Assets Under Management)$ 310,500,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

QUESTMONT VIRTUAL FAMILY OFFICE, LLC

CRD#: 335307Tampa, FL 33607

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