Strategic Advisory Services, LLC

Strategic Advisory Services, LLC (CRD# 108706) is a financial advisory firm headquartered in Houston, TX. They manage $151,231,859 in 389 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
10333 Richmond Ave., Suite 720, Houston, TX 77042
https://www.linkedin.com/company/strategic-advisory-services-l-p-/
By the Numbers
  • Total Assets Under Management
    151
    MILLION
  • Total Number of Accounts
    389
    ACCOUNTS
  • Average Account Value
    $388,771
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Strategic Advisory Services, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Richard Grbac, financial advisor Houston TX
Richard A. Grbac
CRD#: 228224
10333 Richmond Ave., Suite 720, Houston, TX 77042

Richard Grbac (CRD# 228224) is an Investment Advisor Representative working at Strategic Advisory Services, LLC in Houston, TX and has over 41 years of experience in the finance industry.

2
Sue Grbac, financial advisor Houston TX
Sue B. Grbac
CRD#: 2487705
10333 Richmond Avenue, Suite 720, Houston, TX 77042

Sue Grbac (CRD# 2487705) is an Investment Advisor Representative working at Strategic Advisory Services, LLC in Houston, TX and has over 21 years of experience in the finance industry.

3
Jeremy Joiner, financial advisor Houston TX
Jeremy B. Joiner
CRD#: 4969634
10333 Richmond Ave., Suite 720, Houston, TX 77042

Jeremy Joiner (CRD# 4969634) is an Investment Advisor Representative working at Strategic Advisory Services, LLC in Houston, TX and has over 17 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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