SUCCESSFUL MONEY MANAGEMENT OF SARASOTA, INC.
Legal name: RETIREMENT MONEY MANAGEMENT
CRD #145149 SEC #801-69720 SARASOTA, FL 941-955-8163
SEC Registered
Total AUM
$27M
Discretionary
$0
Employees
3
Clients
26
Accounts
180
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 10, 2018
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEE, ROBERT, LEWIS | I | OWNER | E | Control |
| LEE, ROBERT, LEWIS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, ROBERT, LEWIS | I | OWNER | E | Control |
| LEE, ROBERT, LEWIS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, ROBERT, LEWIS | I | OWNER | E | Control |
| LEE, ROBERT, LEWIS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, ROBERT, LEWIS | I | OWNER | E | Control |
| LEE, ROBERT, LEWIS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, ROBERT, LEWIS | I | OWNER | E | Control |
| LEE, ROBERT, LEWIS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, ROBERT, LEWIS | I | OWNER | E | Control |
| LEE, ROBERT, LEWIS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, ROBERT, LEWIS | I | OWNER | E | Control |
| LEE, ROBERT, LEWIS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, ROBERT, LEWIS | I | OWNER | E | Control |
| LEE, ROBERT, LEWIS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, ROBERT, LEWIS | I | OWNER | E | Control |
| LEE, ROBERT, LEWIS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, ROBERT, LEWIS | I | OWNER | E | Control |
| LEE, ROBERT, LEWIS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, ROBERT, LEWIS | I | OWNER | E | Control |
| LEE, ROBERT, LEWIS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, ROBERT, LEWIS | I | OWNER | E | Control |
| LEE, ROBERT, LEWIS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, ROBERT, LEWIS | I | PRESIDENT/CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, ROBERT, LEWIS | I | PRESIDENT/CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, ROBERT, LEWIS | I | PRESIDENT/CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, ROBERT, LEWIS | I | PRESIDENT/CEO & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jan 10, 2018 REGISTERED
Notice Filings (22)
AK AL CA CO CT DE FL GA IA IL MD MI MN NC NJ NM NY OH PA TN TX VA
Address
2 N. TAMIAMI TRAILSUITE 400
SARASOTA, FL 34236-5586
United States
Phone: 941-955-8163