Strategic Investment Advisors, LLC
Strategic Investment Advisors, LLC (CRD# 151501) is a financial advisory firm headquartered in Livonia, MI. They manage $947,107,881 in 7,227 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management947MILLION
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Total Number of Accounts7,227ACCOUNTS
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Average Account Value$131,051
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, IL, MI, MO, OH, TN, TX
L Atherton (CRD# 2518928) is an Investment Advisor Representative working at Strategic Investment Advisors, LLC in Livonia, MI and has over 29 years of experience in the finance industry.
Kirk Cassidy (CRD# 5344038) is an Investment Advisor Representative working at Strategic Investment Advisors, LLC in Livonia, MI and has over 15 years of experience in the finance industry.
Joshua Jackson (CRD# 5841016) is an Investment Advisor Representative working at Strategic Investment Advisors, LLC in Livonia, MI and has over 8 years of experience in the finance industry.
Paul Metler (CRD# 6311118) is an Investment Advisor Representative working at Strategic Investment Advisors, LLC in Livonia, MI and has over 10 years of experience in the finance industry.
Michael Masserant (CRD# 7205801) is an Investment Advisor Representative working at Strategic Investment Advisors, LLC in Livonia, MI and has over 4 years of experience in the finance industry.
Shawn Srivastava (CRD# 7357136) is an Investment Advisor Representative working at Strategic Investment Advisors, LLC in Livonia, MI and has 1 year of experience in the finance industry.
Jacob Zagor (CRD# 6229250) is an Investment Advisor Representative working at Strategic Investment Advisors, LLC in Livonia, MI and has over 3 years of experience in the finance industry.