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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

R.S. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors financial advisors in New York

Every SEC-registered investment adviser representative at a R.S. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors office in New York, by city and A to Z.

The short answer

3 registered advisors work at R.S. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors in New York, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Dewitt (3). 0 list the CFP designation and 0 are also registered broker representatives.

R.S. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors advisors by city in New York

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Dewitt 3

R.S. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors advisors in New York, A to Z

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R.S. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors advisors in every state →R.S. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many R.S. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors financial advisors are in New York?

3 investment adviser representatives are registered at R.S. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in New York does R.S. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors have the most advisors?

Dewitt, with 3. R.S. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors has advisors in 1 city in New York.

How do I check a R.S. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors advisor in New York?

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 R.S. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.