Sunwealth Management is an independent firm dedicated deliver unbiased, adept and trustworthy financial advice without the myriad of  conflicts that are so common throughout the financial services industry. We use Kovack Securities/Advisors as our Broker/Dealer, Member FINRA/SIPC. Kovack handles all our compliance,  registration requirements and back office support. 

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Client assets are held/custodian at Pershing, a division of BNY Mellon company. Pershing has over $1 trillion in global client assets. Their parent company, BNY Mellon has $33 trillion in assets under custody and/or administration. Pershing provides Securities Investor Protection Corporation (SIPC) coverage for client accounts. SIPC protects securities customers of its members up $500,0000. In addition, Pershing provides client accounts with excess coverage through Lloyds of London for $1.9mm per client and up to $1 billion aggregate.

 

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Pershing at a Glance

Safety of Assets

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Adam Berlin is registered with and securities are offered through Kovack Securities, Inc. Member FINRA/SIPC. 6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308 954-782-4771. Investment Advisory services are offered through Kovack Advisors, Inc. Sunwealth Management is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. 

Adam Berlin is registered in CA, DC, FL, NJ, NY, PA and TX.

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CONTACT

Sunwealth Management

429 Lenox Avenue

Miami Beach, FL 33139

Office: (305) 534-7000

Mobile: 305-987-9954

Fax: 305-432-9700

adam@sunwm.com