At Sunrise, we believe that we possess the ideal combination of a big and small firm, with a culture consistently balancing the two in the best interests of clients.

John Sicat, an LPL Financial Advisor of an LPL Financial Branch office (the nation’s largest Independent broker-dealer*) and other strategic partners, put unprecedented control, power, knowledge and opportunity squarely on the side of our clients.

Benefits of Small, Boutique Firm

  • Personal knowledge of family
  • Detailed understanding of all assets and planning
  • Coordination of other advisors
  • Stabilizing presence through major life events
  • Objective guidance and advice
  • Confidentiality

Benefits of Big Independent Brokerage Firm

  • Deep and stable resources
  • Independent, objective research
  • State-of-the-art technology
  • Unparalleled support and service
  • Advanced systems and risk controls
  • Special investment mandates
  • Access to global markets

Our main goal in selecting our partnerships was to create a firm bringing clients all the best aspects and strengths of the financial services world. At Sunrise, our clients come first and we come prepared.

* As reported by Financial Planning magazine, June 1996-2017, based on total revenue

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John Sicat
LPL Financial Advisor
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Let Sunrise be your guide