Cape Investment Advisory
41yrs
Top advisor by experience in Riverview
30yrs
Duane Eatherly
Financial advisor at Sunrise Wealth Management
Based in Riverview, Florida, Duane Eatherly is a fiduciary financial advisor with 30 years of industry experience. Duane has been with Sunrise Wealth Management since 2025; before that, Duane spent six years at Eagle Asset Management. Duane holds the CFA designation.
One of 54 advisors with offices in Riverview, and one of 52 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 11% by experience in Riverview
OfficeRiverview, FL
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$802,041
States licensed ?1 state
Services through Sunrise Wealth Management
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Nov 2025 – nowSunrise Wealth Management, LLCCurrent firm
- 1999 – 2005Eagle Asset Management Inc.Previously
Questions to ask Duane
Tailored to Duane’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Duane
How do I contact Duane?
Call Sunrise Wealth Management at (813) 786-4632 and ask for Duane Eatherly. Duane works from the Riverview, FL office.
How long has Duane been a financial advisor?
Duane has been in the industry since 1996, about 30 years. Top 11% by experience in Riverview.
What licenses does Duane hold?
Series 65. Tap any license on this page to see what it allows.
Is Duane a fiduciary?
Duane is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Duane paid?
Sunrise Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Duane for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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