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Financial ADVSR advisor directory · SEC adviser records

Strata Wealth Advisors, LLC financial advisors in Dallas, TX

Every SEC-registered investment adviser representative at a Strata Wealth Advisors, LLC office in Dallas, A to Z.

The short answer

7 registered advisors work at Strata Wealth Advisors, LLC in Dallas, out of 9 at the firm nationwide; it ranks number 101 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Strata Wealth Advisors, LLC advisors in Dallas, A to Z

Every Strata Wealth Advisors, LLC advisor →

Strata Wealth Advisors, LLC advisors in every city and state →Strata Wealth Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Strata Wealth Advisors, LLC advisors in other cities

Kaufman, TX 1Murphy, TX 1

Other firms in Dallas

All Dallas advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 233J.P. Morgan Securities LLC 228Morgan Stanley 226UBS Financial Services Inc. 137Goldman Sachs Wealth Services, L.P. 94Cetera Investment Advisers LLC 85Wells Fargo Clearing Services, LLC 83Rockefeller Financial LLC 78LPL Financial LLC 73Hilltop Securities Inc. 70Momentum Independent Network Inc. 69Strategic Advisers LLC 68

Questions

How many financial advisors does Strata Wealth Advisors, LLC have in Dallas?

7 investment adviser representatives are registered at Strata Wealth Advisors, LLC offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Is Strata Wealth Advisors, LLC one of the largest advisor employers in Dallas?

Strata Wealth Advisors, LLC ranks number 101 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 233.

How do I check a Strata Wealth Advisors, LLC advisor in Dallas?

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