Strategic Wealth Advisors
Likely to Engage tag.Highly Engaged Employees

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

5784 Widewaters Pkwy Ste 1, Syracuse, Ne...

Phone Number

(315) 218-7350

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Strategic Wealth Advisors

Strategic Wealth Advisors serves our clients by utilizing the "Structured Investing" process,a disciplined, portfolio-management program custom tailored for you. We are a Registered Investment Advisor and wealth management firm,and as such, we have a legal and ethical fiduciary responsibility to act in the best interest of our clients. We must disclose all fees, expenses, associated risks, or potential conflicts of interest.Explore more
Strategic Wealth Advisors's Social MediaPopular SearchesStrategic Wealth AdvisorsStrategic Wealth LLCStrategic Wealth Advisors IncStrategic Wealth Associates LLCStrategic Wealth Management Group LLCSIC Code 62,628NAICS Code 52,523Show more

Strategic Wealth Advisors Org Chart

PhoneEmail
RP
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Managing Director, Client Relations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Strategic Wealth Advisors

<$5M
1-10
Private
-
2008
RP
Richard PetrellManaging Director, Client Relations
$6.1M
1-10
Private
-
2006
<$5M
11-50
Private
-
2015
AL
Albert LuChief Information Security Officer & Director, Technology
<$5M
11-50
Private
-
2022
BW
Barry WongWealth Advisor
<$5M
1-10
Private
-
2005
PB
Payton BlairClient Service Administrator
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Strategic Wealth Advisors Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Strategic Wealth Advisors

What is Strategic Wealth Advisors's official website?
Strategic Wealth Advisors's official website is www.strategicwealthadvisors.net
What is Strategic Wealth Advisors's Revenue?
Strategic Wealth Advisors's revenue is <$5 Million
What is Strategic Wealth Advisors's SIC code?
Strategic Wealth Advisors's SIC: 62,628
What is Strategic Wealth Advisors's NAICS code?
Strategic Wealth Advisors's NAICS: 52,523
How many employees does Strategic Wealth Advisors have?
Strategic Wealth Advisors has 1-10 employees
What industry does Strategic Wealth Advisors belong to?
Strategic Wealth Advisors is in the industry of: Finance, Securities Trading
What is Strategic Wealth Advisors competition?
Strategic Wealth Advisors top competitors include: Grove Wealth Advisors, Principled Wealth Advisors, Meert/Zoller Financial Group, The Holben Group
What technology does Strategic Wealth Advisors use?
Some of the popular technologies that Strategic Wealth Advisors uses are: Barracuda Networks, Microsoft 365, Amazon Web Hosting, Barracuda Email Security Gateway
How do I contact Strategic Wealth Advisors?
Strategic Wealth Advisors contact info: Phone number: (315) 218-7350 Website: www.strategicwealthadvisors.net
What does Strategic Wealth Advisors do?

Strategic Wealth Advisors serves our clients by utilizing the "Structured Investing" process,a disciplined, portfolio-management program custom tailored for you. We are a Registered Investment Advisor and wealth management firm,and as such, we have a legal and ethical fiduciary responsibility to act in the best interest of our clients. We must disc... lose all fees, expenses, associated risks, or potential conflicts of interest.Read More

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

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