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Gary Robert Komarek

Sound Income Strategies, LLC

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About Gary Robert Komarek

Gary Robert Komarek is a registered Investment Advisor Representative with Sound Income Strategies, LLC. Gary Robert Komarek has been in the industry since 1978 and has been registered with the Securities and Exchange Commission since 1986. Gary Robert Komarek is also the president of North Shore Asset Management & Tax Advisory, Inc. and provides services in income tax preparation, insurance sales and service, and financial planning. Gary Robert Komarek specializes in Portfolio Management for Individuals and Investment Companies, and providing Financial Planning and Educational Seminars.

Firm Information

Gary Komarek is currently registered with Sound Income Strategies, LLC. Sound Income Strategies, LLC is an investment advisory firm based in Fort Lauderdale, Florida. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, investment companies, and pension and profit-sharing plans. They also conduct educational seminars. As of December 31, 2022, Sound Income Strategies, LLC managed approximately $3.49 billion in client assets.
Sound Income Strategies, LLC

500 W CYPRESS CREEK ROAD

FORT LAUDERDALE, FL 33309

$3.49B

Assets Under Management

68

Total Clients

94

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gary Komarek’s Registration & Firm History

FL

07/07/2016 - Present

Sound Income Strategies, LLC (FORT LAUDERDALE FL)

IL

07/25/2008 - 11/01/2010

SYNERGY INVESTMENT GROUP, LLC (LIBERTYVILLE IL)

IL

03/05/2007 - 06/17/2008

HORNOR, TOWNSEND & KENT, INC. (TROUT VALLEY IL)

IL

08/31/2005 - 12/19/2006

FIFTH THIRD SECURITIES, INC. (CHICAGO IL)

OH

04/01/2003 - 03/07/2005

CHARTER ONE SECURITIES, INC. (CLEVELAND OH)

NY

11/08/2002 - 04/21/2003

PARK AVENUE SECURITIES LLC (NEW YORK NY)

MA

08/01/2001 - 10/28/2002

ALLMERICA INVESTMENTS, INC. (WORCESTER MA)

NY

10/27/1987 - 01/23/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NA

05/20/1986 - 10/13/1987

E. F. HUTTON & COMPANY INC

NA

03/22/1978 - 06/04/1986

CIGNA SECURITIES, INC.

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Licenses & Designations

BC

Issued 06/24/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/20/2004

Series 24 - General Securities Principal Examination

BC

Issued 09/20/1986

Series 7 - General Securities Representative Examination

BC

Issued 03/08/1978

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gary Robert Komarek.
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