R.s. Petrell & Associates, Llc D/b/a Strategic Wealth Advisors

R.s. Petrell & Associates, Llc D/b/a Strategic Wealth Advisors (CRD# 143462) is a financial advisory firm headquartered in Dewitt, NY. They manage $116,361,339 in 256 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    116
    MILLION
  • Total Number of Accounts
    256
    ACCOUNTS
  • Average Account Value
    $454,536
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NY

Financial Advisors at R.s. Petrell & Associates, Llc D/b/a Strategic Wealth Advisors
No Advisor Found.
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