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Sound Income Strategies, LLC CRD 173272
$4.18B regulatory AUM 57 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-05-22 |
Branch Locations
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
114 Townpark Drive Ste. 175, Kennesaw, GA 30144 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Alpharetta | GA | 08/2021 | 06/2024 |
| Chick-Fil-A | Roswell | GA | 08/2013 | 07/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 06/2024 | 04/2025 |
| Bank Of America, N.A. | Atlanta | GA | 07/2024 | 04/2025 |
| Sound Income Strategies, Llc | Fort Lauderdale | FL | 05/2025 | Present |
| Eissman Wealth Management | Kennesaw | GA | 04/2025 | Present |
| Eissman Wealth Management | Kennesaw | GA | 06/2025 | Present |
1. Eissman Wealth Management - Client Acquisition Advisor - 04/2025 - present - Investment Related - Acquire new clients for investment advisory services - 114 Townpark Drive, Ste. 175, Kennesaw, GA 30144. This will encompass approximately 80% of business hours. 2. Eissman Wealth Management - Fixed Insurance Sales - 05/2025 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 114 Townpark Drive, Ste. 175, Kennesaw, GA 30144. This will encompass approximately 20% of business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-07 |
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