Sonya Richelle Ranker
Investment Adviser Representative at Integrated Wealth Concepts LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Sonya Richelle Ranker is an investment adviser representative with Integrated Wealth Concepts LLC in Tampa, FL, where they have been registered since 2026. They have worked in the securities industry since 2014 and have been registered with 4 firms, including Questmont Virtual Family Office, LLC and Kestra Advisory Services, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida.
Registrations & licenses
- Investment adviser:
- Florida
- Broker:
2 states and territories
Florida, Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Questmont Virtual Family Office, LLCApr 2025 – no end date reportedTampa, FL
- Kestra Investment Services, LLCJan 2018 – Apr 2025Lemoyne, PA
- Kestra Advisory Services, LLCJan 2018 – May 2025Lemoyne, PA
- Purshe Kaplan Sterling InvestmentsMay 2025 – no end date reportedAlbany, NY
- Royal Alliance Associates, Inc.May 2013 – Jan 2018Camp Hill, PA
- Integrated Wealth Concepts, LLCMar 2026 – no end date reportedWaltham, MA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Integrated Wealth Concepts LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 465
- Offices listed on AdvisorFinder:
- 25
- Main office:
- Waltham, MA
- SEC file number:
- 801-108179
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 3, 2026
View full firm profileOther advisors at Integrated Wealth Concepts LLC
Showing 12 of 465 in the directory
Similar advisors in Tampa, FL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sonya Richelle Ranker has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched