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 $124,688,841 in 454 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
5784 Widewaters Parkway, First Floor, Dewitt, NY 13214
https://strategicwealthadvisors.net
By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    454
    ACCOUNTS
  • Average Account Value
    $274,645
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
The map below shows states where this firm has explicit registration only.

FL, NY, SC

Financial Advisors at R.s. Petrell & Associates, Llc D/b/a Strategic Wealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Constance Hohreiter, financial advisor Dewitt NY
Constance H. Hohreiter
CRD#: 1139188
5784 Widewaters Parkway, First Floor, Dewitt, NY 13214

Constance Hohreiter (CRD# 1139188) is an Investment Advisor Representative working at R.s. Petrell & Associates, Llc D/b/a Strategic Wealth Advisors in Dewitt, NY and has over 40 years of experience in the finance industry.

2
Marybeth Petrell, financial advisor Dewitt NY
Marybeth Petrell
CRD#: 1790420
5784 Widewaters Parkway, First Floor, Dewitt, NY 13214

Marybeth Petrell (CRD# 1790420) is an Investment Advisor Representative working at R.s. Petrell & Associates, Llc D/b/a Strategic Wealth Advisors in Dewitt, NY and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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