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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 Dewitt, NY

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

The short answer

3 registered advisors work at R.S. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors in Dewitt, out of 3 at the firm nationwide; it ranks number 8 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

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

Every R.S. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors advisor →

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

Other firms in Dewitt

All Dewitt advisors →

Hazard & Siegel Advisory Services LLC 19LPL Enterprise, LLC 10Wells Fargo Clearing Services, LLC 9Eagle Strategies LLC 6J.W.burns & Company, Inc. 6Stifel, Nicolaus & Company, Incorporated 4Omc Financial Services Ltd. 3

Questions

How many financial advisors does R.S. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors have in Dewitt?

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

Is R.S. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors one of the largest advisor employers in Dewitt?

R.S. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors ranks number 8 in Dewitt by registered advisors; Hazard & Siegel Advisory Services LLC has the most, with 19.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.