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Member/secretery/treasurer · Strategic Advisory Services, L.L.C.

Sue B. Grbac

CRD 2487705 · Named on Form ADV at one SEC-registered adviser

At a glance

Strategic Advisory Services, L.L.C., an SEC-registered wealth manager based in Houston, TX with $185 million in regulatory assets, lists Sue B. Grbac on its Form ADV as Member/secretery/treasurer, a control person.

Firms and roles

AtlasMembers

Sue’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
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Richard A. GrbacManaging Member/president, Strategic Advisory Services, L.L.C.
  • Jeremy B. JoinerChief Compliance Officer/vice President, Strategic Advisory Services, L.L.C.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sue’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.