Every new Florida business filing, every dayCollaborative Financial Strategies
Eric Stratton, PRES
Collaborative Financial Strategies, Inc. is a financial advisory firm based in Ponte Vedra, Florida. The company, operating as S&Co at 40 Tavernier Drive, specializes in retirement planning and wealth management. Officers Eric Stratton and Sam Magdalein are listed on the firm's website, which emphasizes a team-based approach to retirement strategy.
Filed May 29, 2026 · Ponte Vedra, FL · St. Johns County
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Florida Division of Corporations (Sunbiz) · Entity P26000032266 · Retrieved June 23, 2026
About Collaborative Financial Strategies
COLLABORATIVE FINANCIAL STRATEGIES, INC filed in Florida on May 29, 2026, as an active corporation in the retirement planning subcategory. The company registered its domain 17 years before filing, on December 22, 2008, and its website is a modern HubSpot site that matches the filing name and address. Eric Stratton and Sam Mamgdalein both hold the title of PRES, and the owner filed personally as the registered agent. A conversion document was filed on June 12, 2026, and we first saw the company 25 days after filing. We estimate revenue between $1 million and $10 million and 6 to 25 employees. No annual report or EIN on file yet.
- Domain registered 17 years before the Florida filing, on December 22, 2008.
- Owner Eric Stratton filed personally as the registered agent.
- Two officers, Eric Stratton and Sam Mamgdalein, both hold the title PRES.
- Website is a modern HubSpot site that confirmed the company name and address.
- We estimate revenue of $1M-$10M and 6-25 employees.
Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 23, 2026.
One of 66 new businesses registered in Ponte Vedra in May 2026, and the only financial services business registered there that month.
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Filing Details
Verified Business Profile
Contact Information
Verified Website Profile
We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.
Officers / Authorized Persons
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Frequently Asked Questions
When was Collaborative Financial Strategies registered?
Collaborative Financial Strategies was registered as DOMP on May 29, 2026 in Florida.
Where is Collaborative Financial Strategies located?
Collaborative Financial Strategies is based in Ponte Vedra, FL, 32081, in St. Johns County.
What type of business is Collaborative Financial Strategies?
Collaborative Financial Strategies is classified as a financial services business (retirement planning).
Is Collaborative Financial Strategies still active?
According to the Florida Division of Corporations, Collaborative Financial Strategies's current record status is "active".
Does Collaborative Financial Strategies have an EIN on file?
No EIN was found on file for Collaborative Financial Strategies at the time of registration.
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