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Managing Partner/chief Compliance Officer · R.S. Petrell & Associates, LLC D/b/a Strategic Wealth Advisors

Marybeth Petrell

CRD 1790420 · Named on Form ADV at one SEC-registered adviser

At a glance

R.S. Petrell & Associates, LLC D/b/a Strategic Wealth Advisors, an SEC-registered wealth manager based in Dewitt, NY with $159 million in regulatory assets, lists Marybeth Petrell on its Form ADV as Managing Partner/chief Compliance Officer, a control person.

Firms and roles

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Marybeth’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Marybeth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.