Amerity Wealth Management, LLC is an independent, SEC-registered fiduciary investment advisory and retirement planning firm headquartered on Cleveland Heights Boulevard in South Lakeland, Florida. Led by Managing Principals Mark J. Wells and Dawn M. Bond alongside Lakeland Investment Adviser Representatives Lance M. Pearce and Joshua C. Fain, the firm helps retirees and pre-retirees throughout Lakeland, Bartow, Mulberry, and Polk County structure dependable retirement income streams, manage portfolio risk, and coordinate long-term care and estate strategies.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); SEC IAPD Individual Profile (Mark J. Wells); SEC IAPD Individual Profile (Dawn May Bond); Amerity Wealth Management Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-127745; independent fiduciary Registered Investment Adviser headquartered on Cleveland Heights Boulevard in Lakeland, FL.
Issuer: SEC / FINRA
Notes: Led by CEO & Principal Mark J. Wells (CRD #5537826), Chief Compliance Officer & Principal Dawn May Bond (CRD #2314167), and Investment Adviser Representatives Lance M. Pearce (CRD #6226270) and Joshua Craig Fain (CRD #6682604).
Factual details and direct answers about Amerity Wealth Management, LLC's services, licensing, and credentials.
What is the SEC registration of Amerity Wealth Management, LLC in Lakeland?
Amerity Wealth Management, LLC is an active SEC-registered fiduciary Investment Adviser headquartered in Lakeland, Florida under CRD #322265 and SEC File #801-127745.
Who are the principals and advisors at Amerity Wealth Management, LLC?
The firm is led by Principals Mark J. Wells (CRD #5537826) and Dawn May Bond (CRD #2314167), alongside Investment Adviser Representatives Lance M. Pearce (CRD #6226270) and Joshua Craig Fain (CRD #6682604).
Where is Amerity Wealth Management located in Lakeland?
The firm's headquarters is located in South Lakeland near Cleveland Heights Golf Course at 4740 Cleveland Heights Boulevard, Suite 5, Lakeland, Florida 33813.
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