Strategic Advisors, Inc.
Strategic Advisors, Inc. (CRD# 142220) is a financial advisory firm headquartered in San Leandro, CA. They manage $9,200,000 in 90 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts90ACCOUNTS
Average Account Value$102,222
- 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)
Daven Sharma (CRD# 1865424) is an Investment Advisor Representative working at Strategic Advisors, Inc. in San Leandro, CA and has 1 year of experience in the finance industry. Daven Sharma has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.