Strategas Asset Management, LLC

Strategas Asset Management, LLC (CRD# 172000) is a financial advisory firm headquartered in New York, NY. They manage $6,061,644 in 17 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $356,567
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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.

DC, NY, TX

Financial Advisors at Strategas Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Frederick A. Edwards
CRD#: 1680299
52 Vanderbilt Avenue, Eighth Floor, New York, NY 10017
93
Wealthminder
score

Frederick Edwards (CRD# 1680299) is an Investment Advisor Representative working at Strategas Asset Management, LLC in New York, NY and has over 22 years of experience in the finance industry.

2
Christopher V. Orcutt
CRD#: 5245682
52 Vanderbilt Avenue, Eighth Floor, New York, NY 10017
93
Wealthminder
score

Christopher Orcutt (CRD# 5245682) is an Investment Advisor Representative working at Strategas Asset Management, LLC in New York, NY and has over 10 years of experience in the finance industry.

3
Daniel M. Clifton
CRD#: 5669502
1775 I Streetnw, Washington, DC 20006
88
Wealthminder
score

Daniel Clifton (CRD# 5669502) is an Investment Advisor Representative working at Strategas Asset Management, LLC in Washington, DC and has 1 year of experience in the finance industry.

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