Adviser and broker representative · Integrated Wealth Concepts LLC
Sonya R. Ranker
CRD 6203107 · Tampa, FL
At a glance
Sonya R. Ranker is an investment adviser representative with Integrated Wealth Concepts LLC in Tampa, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Sonya’s SEC record dates to 2014, about 12 years ago. Sonya is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Integrated Wealth Concepts LLCSince March 2026Tampa, FL · $24B in regulatory assets
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Sonya’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Integrated Wealth Concepts LLC
- Taylor K. Ranker IITampa
- William J. TisonTampa
- Michael D. AaronsonCranston
- Danya AbramsWaltham
- Andrew S. AdilSouth Windsor
- Susan M. Ahern-WiercinskiWaltham · Certified Financial Planner
- Neal M. AlbrittonCreve Coeur · Chartered Financial Consultant
- Christopher P. AldrichWaterford
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