David Shane Pearcy
Investment adviser representative at Sound Income Strategies, LLC
10 yearsExperience
1 stateRegistered in
$4.2BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Sound Income Strategies, LLCJan 2025 to now
- Ae Wealth Management, LLCNov 2024 to now
- Firm Foundation Retirement LLCJan 2024 to now
- Buffalo Health AdvisorsAug 2020 to now
- Sound Income Strategies LLCMay 2020 to Oct 2024
- Retirement Income SolutionsMay 2020 to Dec 2023
- Retirement Income SourceMay 2020 to Dec 2023
- Self EmployedJun 2017 to May 2020
- Nylife Securities LLCSep 2016 to Jun 2017
- New York Life Insurance CoJan 2016 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (TN).
Sound Income Strategies, LLC
$4.2BAssets managed
24,757Clients
121Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6409543
- Firm CRD
- 173272