Financial ADVSR advisor directory · SEC adviser records
Strategy Financial Group financial advisors in Phoenix, AZ
Every SEC-registered investment adviser representative at a Strategy Financial Group office in Phoenix, A to Z.
8 registered advisors work at Strategy Financial Group in Phoenix, out of 8 at the firm nationwide; it ranks number 39 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Strategy Financial Group advisors in Phoenix, A to Z
Every Strategy Financial Group advisor →- Andrew J. AbysalhInvestment adviser rep
- Austin M. CastilloInvestment adviser rep
- Richard J. DefrancescoCertified Financial Planner
- Charles P. Dickens IVInvestment adviser rep
- Calvin P. GoetzInvestment adviser rep
- Michael P. Jukich IIInvestment adviser rep
- Jeremy S. Kraut-OrdoverInvestment adviser rep
- John LangerInvestment adviser rep
Strategy Financial Group advisors in every city and state →Strategy Financial Group: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Phoenix
All Phoenix advisors →Charles Schwab & Co., Inc. 425Schwab Wealth Advisory, Inc. 257Foundations Investment Advisors LLC 120Cetera Investment Advisers LLC 96Merrill Lynch, Pierce, Fenner & Smith Incorporated 92J.P. Morgan Securities LLC 81Strategic Advisers LLC 61LPL Financial LLC 58UBS Financial Services Inc. 50Edelman Financial Engines 45Morgan Stanley 41Brookwood Investment Group 34
Questions
How many financial advisors does Strategy Financial Group have in Phoenix?
8 investment adviser representatives are registered at Strategy Financial Group offices in Phoenix, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Strategy Financial Group one of the largest advisor employers in Phoenix?
Strategy Financial Group ranks number 39 in Phoenix by registered advisors; Charles Schwab & Co., Inc. has the most, with 425.
How do I check a Strategy Financial Group advisor in Phoenix?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Strategy Financial Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.