Financial ADVSR advisor directory · SEC adviser records
Strata Wealth Advisors, LLC financial advisors in Texas
Every SEC-registered investment adviser representative at a Strata Wealth Advisors, LLC office in Texas, by city and A to Z.
9 registered advisors work at Strata Wealth Advisors, LLC in Texas, out of 9 nationwide; it's the firm's number 1 state by advisors, and the most are in Dallas (6). 5 list the CFP designation and 0 are also registered broker representatives.
Strata Wealth Advisors, LLC advisors by city in Texas
Every firm in Texas →Strata Wealth Advisors, LLC advisors in Texas, A to Z
Search by name →- Brooks A. BlaggDallas
- Brandon K. CumbaKaufman · Certified Financial Planner
- Adyson B. IrvinDallas
- Kenneth R. PainterDallas · Certified Financial Planner
- Vyoma V. PatelMurphy
- Benjamin R. PhilipsDallas · Certified Financial Planner
- Amanda E. SaskoProvidence Village · Certified Financial Planner
- Dusty D. WallaceDallas · Certified Financial Planner
- Mark W. WhidbyDallas · Chartered Financial Analyst
Strata Wealth Advisors, LLC advisors in every state →Strata Wealth Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Strata Wealth Advisors, LLC financial advisors are in Texas?
9 investment adviser representatives are registered at Strata Wealth Advisors, LLC offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 9 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Where in Texas does Strata Wealth Advisors, LLC have the most advisors?
Dallas, with 6, then Kaufman (1). Strata Wealth Advisors, LLC has advisors in 4 cities in Texas.
How do I check a Strata Wealth Advisors, LLC advisor in Texas?
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 Strata Wealth Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.