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Steven Rich

Advisor at Signal Advisors Wealth, LLC

Updated today
Signal Advisors Wealth, LLC logo

Firm

Signal Advisors Wealth, LLC

Location

New Smyrna Beach, FL 32168

Credentials

Series 63, Series 65

Industry experience

10 years

Client services

Financial planning Portfolio management

Fee options

Fixed

Fixed fees for financial planning, negotiable, up to $100,000 per project, typically less than $1,200 charged more than 6 months in advance

Percentage

$0+: up to 1.00% annually for Independent RIAs (Signal Wealth fee) $0+: up to 2.0% annually for Signal Wealth direct clients (maximum)

Work history

Simplicity Investments

2026 - Present (1 year)

Signal Advisors Wealth, LLC

2025 - Present (1 year)

New Smyrna Beach Retirement Solutions

2025 - Present (1 year)

AE Wealth Management

2023 - 2025 (2 years)

Anders & Anders Financial Group

2023 - 2025 (2 years)

Madison Avenue Securities

2023 - 2024 (1 year)

M Holdings Securities, INC.

2019 - 2023 (4 years)

OneTeam Financial LLC

2019 - 2023 (4 years)

Self Employed

2019 - 2019 (1 year)

MML INVESTORS SERVICES

2014 - 2019 (5 years)

MASS MUTUAL

2014 - 2019 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Michael M

Series 63, Series 66

Daytona Beach Shores, FL

Edward Jones

Charitable giving & philanthropy Retirement income strategy General estate planning guidance Wealth management

Andrew F

Series 66

Port Orange, FL

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning

Cheri L

Series 66

Port Orange, FL

Edward Jones

Retirement income strategy General retirement planning Founder/Business Owner Educators, Teachers, and Academics

Timothy K

Series 66

Daytona Beach, FL

Edward Jones

Retirement income strategy General retirement planning Military & Veterans Government Employee

Scott A

Series 63, Series 65

Port Orange, FL

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance

Bella K

Series 63, Series 65

Port Orange, FL

Merrill

Bella Khamitsaeva is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. Bella's expertise includes general investing, retirement planning, and preparing for unexpected financial needs. She also facilitates access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. She holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Daytona State College.

General retirement planning Wealth management Cash flow / budgeting
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