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Steven William Archer

Sound Income Strategies, LLC

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About Steven William Archer

Steven William Archer is a financial advisor with Sound Income Strategies, LLC. He is licensed in Florida and offers investment advisory services to a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Steven has over 30 years of experience in the financial services industry and holds the Series 6, 7, 24, 63, and 65 licenses. His firm, Sound Income Strategies, LLC is based in Fort Lauderdale, Florida. Steven focuses on providing comprehensive financial planning and investment management services. He is committed to helping clients reach their financial goals through personalized and tailored solutions.

Firm Information

Steven Archer 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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Steven Archer’s Registration & Firm History

FL

01/01/2025 - Present

Sound Income Strategies, LLC (FORT LAUDERDALE FL)

FL

02/16/2010 - 05/26/2011

SUNSET FINANCIAL SERVICES, INC. (CORAL SPRINGS FL)

FL

04/25/2006 - 10/21/2009

NEW ENGLAND SECURITIES (BOCA RATON FL)

NY

05/28/1991 - 11/01/2005

NYLIFE SECURITIES INC. (REGO PARK NY)

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Licenses & Designations

IA

Issued 10/14/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/05/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/23/1998

Series 24 - General Securities Principal Examination

BC

Issued 07/17/1992

Series 7 - General Securities Representative Examination

BC

Issued 05/24/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven William Archer.
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