Strategic Wealth Advisor

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

1200 N Federal Hwy Ste 200, Boca Raton, ...

Phone Number

(561) 997-8800

Revenue

$6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Strategic Wealth Advisor

The Strategic Wealth Advisor LLC, led by Nancy J Hite, is a financial advisory firm specializing in comprehensive retirement planning, tax reduction strategies, and retirement income solutions. With over 15 years of experience, they provide personalized financial guidance to help clients achieve their financial and lifestyle goals. Their services are designed for individuals seeking unbiased advice and tailored strategies to navigate the complexities of financial planning. The firm focuses on empowering clients through education and support, ensuring they are well-equipped to make informed financial decisions.Explore more
Strategic Wealth Advisor's Social MediaPopular SearchesStrategic Wealth AdvisorThe Strategic Wealth Advisor LLCNancy Cfp Hite CLU ChfcNancy HiteThe Strategic Wealth AdvisorSIC Code 62,628NAICS Code 52,523Show more

Strategic Wealth Advisor Org Chart

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Strategic Wealth Advisor

$6M
11-50
Private
-
-
MM
Maria MarascoExecutive Assistant
$7.6M
11-50
Private
-
1962
$6.4M
11-50
Private
-
1999
MP
Mackenzie ParfittMarketing Coordinator
$5.4M
11-50
Private
<$5M
2008
MJ
Matthew JacksonSenior Vice President Wealth Advisor
$5.2M
11-50
Private
-
2000
RZ
Robyn ZelnoExecutive Assistant
<$5M
11-50
Private
-
1997
MS
Meagan SinnigerManager, Operations
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Strategic Wealth Advisor is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Strategic Wealth Advisor is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Strategic Wealth Advisor.

Strategic Wealth Advisor Tech Stack

A closer look at the technologies used by Strategic Wealth Advisor

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Frequently Asked Questions Regarding Strategic Wealth Advisor

What is Strategic Wealth Advisor's official website?
Strategic Wealth Advisor's official website is www.thestrategicwealthadvisor.com
What is Strategic Wealth Advisor's Revenue?
Strategic Wealth Advisor's revenue is $6 Million
What is Strategic Wealth Advisor's SIC code?
Strategic Wealth Advisor's SIC: 62,628
What is Strategic Wealth Advisor's NAICS code?
Strategic Wealth Advisor's NAICS: 52,523
How many employees does Strategic Wealth Advisor have?
Strategic Wealth Advisor has 11-50 employees
What industry does Strategic Wealth Advisor belong to?
Strategic Wealth Advisor is in the industry of: Finance, Securities Trading
What is Strategic Wealth Advisor competition?
Strategic Wealth Advisor top competitors include: The Holland Group, Jackson Wealth Management, Preservation Wealth Management, Becker Retirement Group
What technology does Strategic Wealth Advisor use?
Some of the popular technologies that Strategic Wealth Advisor uses are: WordPress.org, reCAPTCHA, PHP, Google Universal Analytics
How do I contact Strategic Wealth Advisor?
Strategic Wealth Advisor contact info: Phone number: (561) 997-8800 Website: www.thestrategicwealthadvisor.com
What does Strategic Wealth Advisor do?

The Strategic Wealth Advisor LLC, led by Nancy J Hite, is a financial advisory firm specializing in comprehensive retirement planning, tax reduction strategies, and retirement income solutions. With over 15 years of experience, they provide personalized financial guidance to help clients achieve their financial and lifestyle goals. Their services a... re designed for individuals seeking unbiased advice and tailored strategies to navigate the complexities of financial planning. The firm focuses on empowering clients through education and support, ensuring they are well-equipped to make informed financial decisions.Read More

What are Strategic Wealth Advisor social media links?
Strategic Wealth Advisor Linkedin page Strategic Wealth Advisor Twitter page Strategic Wealth Advisor Facebook page
Is Strategic Wealth Advisor a public company?
Strategic Wealth Advisor is private company therefore does not currently have an official ticker symbol
See more information about Strategic Wealth Advisor

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