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).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $102,222
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

CA

Financial Advisors at Strategic Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Daven S. Sharma
CRD#: 1865424
15200 Hesperian Blvd., Suite 202, San Leandro, CA 94578
90
Wealthminder
score

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.

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